Pendal

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.

Key Features

Key Features
APIR CodeOVS1810AU
Risk level4 – medium
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Total net management fee1.16% p.a.
Recommended minimum investment periodFive years

Asset Allocation

Net PerformanceMin %Max %
Australian equities2040
International shares2040
Australian property securities010
International property securities010
Australian fixed interest025
International fixed interest025
Cash020
Alternatives020

 

Invest today

You are one step closer to securing your future. Download the Centuria LifeGoals PDS to start investing today.

You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.