Mainstream Online Web Portal

Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.

Home Products Multi-Asset

Multi-asset investment solutions

Team Products Investment approach
Active asset allocation backed by deep market insights
Deep investment expertise A highly experienced investment team with the depth and judgement to navigate complex markets – especially when conditions change quickly. Hover to read more
Responsive asset allocation Capture opportunities and avoid overexposure to expensive areas through active management across asset classes, sectors and market cycles. Hover to read more
Portfolios built for resilience Manage risk through diversification, valuation discipline, quality insights and risk management strategies – particularly when markets are volatile. Hover to read more

Multi-asset team

Pendal and Perpetual’s multi-asset teams have combined forces, bringing together deep expertise, broader global insights and an expanded range of active capabilities.

The team includes nine investment professionals with an average of 25 years of investment experience, managing multi-asset portfolios through many market cycles. This includes capturing opportunities and mitigating risk when it matters most.

View team members

Multi-asset products

A broad range of active, diversified and sustainable portfolios to suit different client goals and risk appetites.

Active/diversified portfolios

Real return portfolios

Sustainable investment portfolios

Global equity portfolios

Multi-asset investment philosophy

Our multi-asset strategies are grounded in a disciplined philosophy: quality investments, attractive valuations and diversification across markets, sectors, strategies, and sources of return.

Markets can overshoot and undershoot fair value. Because future investment returns are primarily driven by the price you pay, valuation is critical to every investment decision we make.

Active asset allocation

Active asset allocation is central to how we manage multi-asset portfolios. We seek to reduce or exit exposure when fundamentals are poor and increase exposure when conditions are favourable, rather than relying on a static allocation.

This disciplined approach seeks to reduce the risk of losing capital while capturing the rewards of being invested in the right place at the right time.