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.
The Barrow Hanley Concentrated Global Share Fund No. 3 (formerly known as Pendal Concentrated Global Share Fund No.3) Annual Report for the year ended 30 June 2024 (2024 Annual Report) published on our website from 30 September 2024 to 5 March 2025 was inadvertently missing the page which contained the Statement of Comprehensive Income. The 2024 Annual Report with the missing page included has now been republished on the website on 5 March 2025, available here: Barrow Hanley Concentrated Global Share Fund No3 – Annual Report.pdf.