'Star' your favourite funds to make them easy to find Pendal Sustainable Balanced Fund
Fund Objectives: 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.
Class R
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.
Important Updates
Standard Risk Measure Changes
May 31 2022
View ArticleUpdated Product Disclosure Statements, including fees and costs disclosure requirements
May 31 2022
View ArticleInvestment Manager and Exclusionary Screens
April 29 2022
View ArticleRe-classification of Units
February 03 2022
View ArticlePendal diversified portfolios – neutral positions review and updated benchmarks
December 14 2021
View ArticleAlternative investments sustainable and ethical screens
May 20 2020
View ArticleChanges to the Fund’s management costs
December 04 2019
View ArticlePendal diversified portfolios – updated ranges and neutral positions
September 25 2019
View ArticleCompany and fund name changes
May 07 2018
View ArticleLearn More
Class G
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.
Important Updates
Standard Risk Measure Changes
May 31 2022
View ArticleUpdated Product Disclosure Statements, including fees and costs disclosure requirements
May 31 2022
View ArticleInvestment Manager and Exclusionary Screens
April 29 2022
View ArticleRe-classification of Units
February 03 2022
View ArticlePendal diversified portfolios – neutral positions review and updated benchmarks
December 14 2021
View ArticleAlternative investments sustainable and ethical screens
May 20 2020
View ArticleChanges to the Fund’s management costs
December 04 2019
View ArticlePendal diversified portfolios – updated ranges and neutral positions
September 25 2019
View ArticleCompany and fund name changes
May 07 2018
View ArticleLearn More
All funds
'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 Active Moderate Fund
All funds
'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.