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Pendal Short Term Income
The fund aims to provide a return (before fees, costs and taxes) that exceeds the Bloomberg AusBond Bank Bill Index.
The Fund invests in a combination of short-term money market instruments and medium-term floating and fixed rate securities. These may include direct or indirect holdings of government, bank, corporate, asset backed and other securities.
The Fund aims to maintain capital stability through limited exposure to interest rate movements and prudent credit management. The Fund invests in short-term and medium-term securities that are investment grade rated. The Fund may also use derivatives.
Pendal Institutional Limited (Pendal) is an independent, global investment management firm focused on delivering superior investment returns for its clients through active management.
Pendal offers investors a range of Australian and international investment choices including shares, property securities, fixed income and cash strategies, as well as multi-asset and responsible investments. To complement its in-house expertise, Pendal also partners with leading global investment managers.
Past performance is not a reliable indicator of future performance. This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.
|Risk level||2 – low|
|Minimum initial investment||$500|
|Minimum additional investment||$500 for a one-off additional payment|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total estimated fees and costs||0.48% p.a.|
|Recommended minimum investment period||One year|
The performance of your investment is measured after taxes and fees within this tax paid fund.
|1 mth||3 mth||6 mth||1 yr||2 yrs|
|Net return* (%)||0.00%||-0.05%||-0.05%||0.60%||0.51%|
Past performance is not a reliable indicator of future performance.
(*As at 31/05/2021)
|Asset class||Min %||Max %|
|Cash and fixed interest||0||100|