'Star' your favourite funds to make them easy to find Pendal Sustainable Australian Share Fund Formerly known as the BT Sustainable Australian Share Fund
Significant Features: The Pendal Sustainable Australian Share Fund is an actively managed portfolio of Australian shares. Investments are screened for companies with a sustainable approach to the production of goods and services.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 200 (TR) Index over the medium to long term, whilst maximising the portfolio’s focus on sustainability.
This fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details.
Fund Performance
As at 31/12/20 | 1m | 3m | 1yr | 3yr (p.a) | 5yr (p.a) | % since inception 01/10/2001 |
---|---|---|---|---|---|---|
Total return After fees | 1.81 | 15.27 | 3.73 | 7.18 | 7.95 | 7.98 |
Distribution | 0.74 | 0.84 | 2.40 | 4.27 | 6.01 | 6.37 |
Growth | 1.07 | 14.43 | 1.33 | 2.91 | 1.94 | 1.61 |
Total return (Before fees and tax) | 1.88 | 15.52 | 4.62 | 8.10 | 8.88 | 8.92 |
Benchmark: S&P/ASX 200 (TR) Index | 1.21 | 13.70 | 1.40 | 6.73 | 8.73 | 8.59 |
Important Updates
Meet the Team
Learn More
'Star' your favourite funds to make them easy to find Regnan Credit Impact Trust
'Star' your favourite funds to make them easy to find Regnan Global Equity Impact Solutions Fund
'Star' your favourite funds to make them easy to find Pendal Concentrated Global Share Fund Formerly known as the BT Concentrated Global Share Fund
'Star' your favourite funds to make them easy to find Pendal Focus Australian Share Fund Formerly known as the BT Wholesale Focus Australian Share Fund
'Star' your favourite funds to make them easy to find Pendal Monthly Income Plus Fund Formerly known as the BT Wholesale Monthly Income Plus Fund
'Star' your favourite funds to make them easy to find Pendal Active Moderate Fund Formerly known as the BT Wholesale Moderate Fund
'Star' your favourite funds to make them easy to find Pendal Global Emerging Markets Opportunities Fund Formerly known as the BT Global Emerging Markets Opportunities Fund
'Star' your favourite funds to make them easy to find Pendal MidCap Fund Formerly known as the BT Wholesale MidCap Fund
'Star' your favourite funds to make them easy to find Pendal Short Term Income Securities Fund Formerly known as the Pendal Enhanced Cash Fund
'Star' your favourite funds to make them easy to find Pendal Smaller Companies Fund Formerly known as the BT Wholesale Smaller Companies Fund
'Star' your favourite funds to make them easy to find Pendal Australian Shares Portfolio Formerly known as the BT Australian Shares Portfolio
'Star' your favourite funds to make them easy to find Pendal Australian Specialised Retirement Income Portfolio Formerly known as the BT Australian Specialised Retirement Income Portfolio
'Star' your favourite funds to make them easy to find Pendal Australian Tax Effective Income Portfolio Formerly known as the BT Australian Tax Effective Income Portfolio
'Star' your favourite funds to make them easy to find Pendal Sustainable Future Australian Share Portfolio Formerly known as the BT Sustainable Future Australian Share Portfolio
'Star' your favourite funds to make them easy to find Pendal Australian Listed Property Portfolio Formerly known as the BT 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.