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Pendal Sustainable Balanced Fund |  |
Investment objective
The Fund aims to provide a return (before fees, and expenses) that exceeds the Fund’s benchmark over the medium to long term.
Investment strategy
This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and exposure to companies and issuers (within the Fund’s Australian and international shares and Australian and international fixed interest allocation) that demonstrate leading environmental, social and corporate governance (ESG) and ethical practices while avoiding exposure to companies and issuers with material involvement in activities we consider to negatively impact the environment or society and are prepared to accept some variability of returns.
Investment manager
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.
Unit price
Unit price
Pendal Sustainable Balanced Fund Unit Price History
Past performance is not a reliable indicator of future performance.
Performance
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 | 3 yrs | |
|---|---|---|---|---|---|---|
| Net return* (%) | 0.53% | -0.13% | 4.65% | 4.86% | 2.55% | 1.99% |
Past performance is not a reliable indicator of future performance.
(*As at 31/05/2024)
Key features
| Key Features | |
|---|---|
| APIR Code | OVS1810AU |
| Risk level | 4 – medium |
| Minimum initial investment | $500 |
| Regular investment plan | Minimum monthly deposit of $100 |
| Minimum switching amount | $500 |
| Minimum balance | $500 |
| Total estimated fees and costs | 0.90% p.a. |
| Recommended minimum investment period | Five years |
Target asset allocation
| Asset class | Min % | Max % |
|---|---|---|
| Australian equities | 20 | 40 |
| International shares | 20 | 40 |
| Australian property securities | 0 | 10 |
| International property securities | 0 | 10 |
| Australian fixed interest | 0 | 25 |
| International fixed interest | 0 | 25 |
| Cash | 0 | 20 |
| Alternatives | 0 | 20 |
Invest today
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You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.