'Star' your favourite funds to make them easy to find Pendal Active Moderate Fund

Entry Price $0.9083
26.09.2023
Exit Price $0.9061
26.09.2023 History
The Pendal Active Moderate Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed in...

'Star' your favourite funds to make them easy to find Pendal Multi-Asset Target Return Fund

Entry Price $0.9234
26.09.2023
Exit Price $0.9212
26.09.2023 History
The Pendal Multi-Asset Target Return Fund is an actively managed multi-asset class portfolio. The Fund aims to provide a return of Australian CPI plus 5%pa over rolling five year periods.

'Star' your favourite funds to make them easy to find Pendal Active High Growth Fund

Entry Price $1.0304
26.09.2023
Exit Price $1.0264
26.09.2023 History
The Pendal Active High Growth Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed...

'Star' your favourite funds to make them easy to find Pendal Sustainable Conservative Fund

Entry Price $1.1854
26.09.2023
Exit Price $1.1832
26.09.2023 History
The Pendal Sustainable Conservative Fund is an actively managed diversified portfolio that invests in Australian shares, Australian fixed interest and cash. Investments are screened for companies with a sustainable ap...

'Star' your favourite funds to make them easy to find Pendal Active Balanced Fund

Entry Price $1.8346
26.09.2023
Exit Price $1.8293
26.09.2023 History
The Pendal Active Balanced Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed in...

'Star' your favourite funds to make them easy to find Pendal Balanced Returns Fund

Entry Price $2.2890
26.09.2023
Exit Price $2.2833
26.09.2023 History
The Pendal Balanced Returns Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed i...

'Star' your favourite funds to make them easy to find Pendal Active Conservative Fund

Entry Price $1.2077
26.09.2023
Exit Price $1.2056
26.09.2023 History
The Pendal Active Conservative Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixe...

'Star' your favourite funds to make them easy to find Pendal Active Growth Fund

Entry Price $1.3645
26.09.2023
Exit Price $1.3603
26.09.2023 History
The Pendal Active Growth Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed inte...

'Star' your favourite funds to make them easy to find Pendal Sustainable Balanced Fund

The Fund aims to provide a return (before fees and expenses) that exceeds the Fund’s benchmark over the medium to long term.The suggested investment timeframe is five years or more.

Investment Giving

Pendal Sustainable Balanced Fund – Class G through Investment Giving enables investors to support charities and invest sustainably.

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This information is for general information and is not to be regarded as a securities recommendation. Where performance returns are quoted “After fees” then this assumes reinvestment of distributions and is calculated using exit prices which take into account management costs but not tax you may pay as an investor. Where “Growth” returns are shown, these represent the percentage change in the value of units in the fund excluding any distributions paid. “Distribution” returns equal the difference between the “Total return (After fees)”, and the Growth return. Where performance returns are quoted “After fees and tax”, they are calculated using exit prices which take into account management costs and taxes paid within the trust up to a maximum of 15%. Where performance returns are quoted “Before fees and tax”, they exclude the effects of management costs and any taxes. In the case of the Pendal Managed Cash Fund and the Pendal Stable Cash Plus Fund all returns are calculated using the average of the daily distribution yields and assume monthly reinvestment of distributions. You can view our Unit Pricing Discretions Policy here. Source of fund performance data: Pendal. Past performance is not a reliable indicator of future performance.