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'Star' your favourite funds to make them easy to find Pendal MidCap FundNEW WEB PAGE
'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 Sustainable Future Australian Share Portfolio
Pendal’s investment process for Australian shares is based on its core investment style and aims to add value through active stock selection and fundamental company research. Pendal’s core investment style is to select stocks based on its assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias. Pendal’s fundamental company research focuses on valuation, franchise, management quality and risk factors (both financial and non-financial risk).
Portfolio Performance
As at 31/03/21 |
1m | 3m | 1yr | 3yr (p.a) | 5yr (p.a) | % since inception |
---|---|---|---|---|---|---|
Total return (Before fees and tax) | - | - | - | - | - | - |
Benchmark: N/A | - | - | - | - | - | - |
Pendal Sustainable Future Australian Share Portfolio | - | - | - | - | - | - |
Active return | - | - | - | - | - | - |
Performance figures are shown gross of fees and are calculated by tracking the value of a notional portfolio. The portfolio composition for any individual investor may vary and the performance information shown may differ from the performance of an investor portfolio due to differences in portfolio construction or fees. Past performance is not a reliable indicator of future performance.
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'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 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.