'Star' your favourite funds to make them easy to find Pendal Sustainable Conservative Fund
Significant Features: The Pendal Sustainable Conservative Fund invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund’s investments in Australian and international shares and Australian and international fixed interest are screened for companies with a sustainable approach to the production of goods and services. The Fund has a higher weighting towards defensive assets, such as fixed interest and cash. Fund Objectives: The Fund aims to provide a real return over inflation over the medium term to meet the objectives of conservative investors including tax exempt entities whilst screening for investments which meet the Fund’s sustainable guidelines.
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.
|1m||3m||1yr||3yr (p.a)||5yr (p.a)||% since inception 21/09/1989|
|Total return (Before fees and tax)||-0.88||1.21||0.51||2.44||2.79||7.63|
|Benchmark: Pendal Sustainable Conservative Fund Benchmark||-0.54||2.27||1.79||1.27||2.59||-|
|Total return After fees||-0.94||1.04||-0.19||1.73||2.02||6.59|
Change of Exclusionary Screens for the Australian Fixed Interest Component
June 08 2023View Article
Pendal funds’ March 2023 Quarterly Distribution – Important Investor Notice
February 15 2023View Article
Pendal Group Limited – Change of ownership
January 12 2023View Article
Pendal funds’ September 2022 Quarterly Distribution – Important Investor Notice
September 01 2022View Article
Updated Product Disclosure Statements, including fees and costs disclosure requirements
May 31 2022View Article
Investment Manager and Exclusionary Screens
April 29 2022View Article
Pendal diversified portfolios – neutral positions review and updated benchmarks
December 14 2021View Article
Alternative investments sustainable and ethical screens
May 20 2020View Article
Pendal diversified portfolios – updated ranges and neutral positions
September 25 2019View Article
Pendal Sustainable Conservative Fund – notice of fee change
September 25 2019View Article
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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.