'Star' your favourite funds to make them easy to find Pendal MidCap Fund
Significant Features: The Pendal MidCap Fund is an actively managed portfolio of Australian mid cap shares.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Pendal Midcap Custom Index over the medium to long term.
* This is the Fund's performance fee for financial year ending 30 June 2021 but this will vary from year to year depending on actual Fund performance.
|1m||3m||1yr||3yr (p.a)||5yr (p.a)||% since inception 26/06/2008|
|Total return (Before fees and tax)||-1.60||0.20||1.38||11.40||7.60||11.44|
|Benchmark: Pendal MidCap Custom Index||-2.64||-0.99||3.13||10.76||7.63||6.62|
|Total return After fees||-1.67||-0.02||0.47||10.39||6.62||9.60|
Pendal Group Limited – Change of ownership
January 12 2023View Article
Pendal funds’ September 2022 Quarterly Distribution – Important Investor Notice
September 01 2022View Article
Standard Risk Measure Changes
May 31 2022View Article
Portfolio management update
December 22 2021View Article
Company and fund name changes
May 07 2018View Article
Change of the Fund’s Benchmark Name
September 18 2017View Article
New Fees and Costs Disclosure Requirements
September 18 2017View Article
Notice of Managed Investment Scheme Exit Statement Election
July 03 2017View Article
Aussie equities: What we can expect from earnings in the second half
Company earnings may slow in the second half -- but some sectors are better placed than others says Pendal's BRENTON SAUNDERS Earnings season strong on revenue weaker on profitsEconomic cycle stronger for longerFind out about...
Brenton Saunders: what to watch in ASX earnings season
As we move into ASX interim reporting season Pendal s BRENTON SAUNDERS explains what investors should be looking out for Watch for inflation interest rate effectsOutlook statements will be criticalFind out about Pendal Focus Australian...
Brenton Saunders: What’s driving ASX stocks this week
Here are the main factors driving the ASX this week nbsp according to portfolio manager Brenton Saunders. Reported by portfolio specialist Chris Adams MARKETS continue to rally hard helped by dovish Fed commentary following last...
How long will the ASX keep going? Here are the factors to watch
Several factors are driving the ASX's January run -- but investors should stay watchful particularly on company earnings says Pendal midcap portfolio manager BRENTON SAUNDERS China re-opening drives optimismOutlook remains uncertainFind out about Brenton's Pendal...
Brenton Saunders: What you should really be watching as markets rally
Recent market rallies are a sign the market is looking for a slowdown in rate rises but investors should resist trying to pick a pivot point says Pendal s Brenton Saunders. Wait for hard economic...
What does Xi Jinping’s consolidation of power mean for investors?
Here s a quick take from Pendal Aussie equities portfolio manager BRENTON SAUNDERS CONFIRMATION of Xi Jinping s third term as China s leader last weekend wasn t surprising but the degree of his apparent...
Turning point for shares: what to watch
Waiting for a market inflection point Pendal s BRENTON SAUNDERS outlines a few issues to watch GLOBAL markets are down in 2022 as the US Fed tightens monetary policy to tackle rising inflation leaving investors...
ASX earnings season: the big talking points
Inflation interest rates and labour were all big talking points in this year s ASX earning season says Pendal mid-caps portfolio manager BRENTON SAUNDERS Earnings season better than expectedBut averages hide wide variationFind out about...
FAST PODCAST: How to choose the right mid-cap Aussie stocks
Pendal portfolio manager BRENTON SAUNDERS explains which sectors look interesting for mid-caps right now -- and how to think about the ESG transition An excerpt from this podcast When investing in the current environment how...
Why mid-caps look good right now
Right now mid-caps are the sweet spot for Australian equity investors argues Pendal portfolio manager BRENTON SAUNDERS. Here s why Historically mid-caps outperform small and large capsMid-caps provide a strong platform to manage equity market...
'Star' your favourite funds to make them easy to find Pendal Global Emerging Markets Opportunities FundNEW WEB PAGE
'Star' your favourite funds to make them easy to find Pendal Global Select FundNEW WEB PAGE
'Star' your favourite funds to make them easy to find Pendal Sustainable Australian Fixed Interest FundNEW WEB PAGE
'Star' your favourite funds to make them easy to find Pendal Focus Australian Share FundNEW WEB PAGE
'Star' your favourite funds to make them easy to find Pendal Horizon Sustainable Australian Share FundNEW WEB PAGE (Formerly Pendal Horizon Fund)
'Star' your favourite funds to make them easy to find Regnan Global Equity Impact Solutions FundNEW WEB PAGE
'Star' your favourite funds to make them easy to find Regnan Credit Impact TrustNEW WEB PAGE
'Star' your favourite funds to make them easy to find Pendal Concentrated Global Share Fund
'Star' your favourite funds to make them easy to find Pendal Sustainable Australian Share Fund
'Star' your favourite funds to make them easy to find Pendal Monthly Income Plus Fund
'Star' your favourite funds to make them easy to find Pendal Australian Shares Portfolio
'Star' your favourite funds to make them easy to find Pendal Australian Specialised Retirement Income Portfolio
'Star' your favourite funds to make them easy to find Pendal Australian Tax Effective Income Portfolio
'Star' your favourite funds to make them easy to find Pendal Sustainable Future Australian Share Portfolio
'Star' your favourite funds to make them easy to find Pendal Australian Listed Property Portfolio
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.