'Star' your favourite funds to make them easy to find Pendal Active Growth Fund
Significant Feature: The Pendal Active Growth Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a significant weighting towards growth assets.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium to long term.
Fund Performance
As at 29/02/24 |
1m | 3m | 1yr | 3yr (p.a) | 5yr (p.a) | % since inception 01/07/1999 |
---|---|---|---|---|---|---|
Total return (Before fees and tax) | 2.14 | 7.46 | 11.94 | 9.19 | 8.49 | 6.95 |
Benchmark: Pendal Active Growth Benchmark | 2.81 | 8.80 | 16.16 | 8.25 | 8.21 | 6.92 |
Total return After fees | 2.06 | 7.20 | 10.88 | 8.15 | 7.47 | 5.96 |
Distribution | 0.00 | 0.30 | 3.15 | 5.09 | 4.23 | 4.40 |
Growth | 2.06 | 6.90 | 7.73 | 3.06 | 3.24 | 1.57 |
Important Updates
Important Notice – Change of portfolio manager for the Pendal Multi Asset Funds
March 13 2024
View ArticleChange to the international share exposure
December 13 2023
View ArticleAppointment of delegated investment manager for International Shares
September 13 2023
View ArticlePendal Group Limited – Change of ownership
January 12 2023
View ArticleStandard Risk Measure Changes
May 31 2022
View ArticleInvestment Manager
April 29 2022
View ArticlePendal diversified portfolios – neutral positions review and updated benchmarks
December 14 2021
View ArticlePendal funds’ September 2022 Quarterly Distribution – Important Investor Notice
September 01 2022
View ArticlePendal diversified portfolios – updated ranges and neutral positions
September 25 2019
View ArticleTransactional and operational costs update
December 12 2018
View ArticleLearn More
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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.