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Mainstream Online Web Portal
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Advisers will also have access to view their clients’ accounts online via the secure web portal.
Pendal profile: Meet Australian equities analyst and portfolio manager Elise McKay
In this video, ELISE McKAY explains the Pendal process for identifying income, growth and diversification opportunities in Australian shares
An excerpt from this interview
AUSTRALIAN equities have the potential to offer investors a compelling trio of benefits, argues analyst and portfolio manager Elise McKay.
In this video, Elise explains how the Pendal investment process helps her team identify and take advantage of opportunities in Australian shares.
“Firstly you get income, secondly you get growth, and then thirdly you get the diversification benefit,” she says.
High dividend pay-out ratios and a strong franking credits regime make Australian stocks attractive for income-seeking investors, she says.
On the growth front, Australia has been a fertile ground for scalable business models.
“If you can succeed and grow from nothing in Australia, you’re really well placed to scale that model offshore,” she says, noting examples such as CSL, Xero and Wisetech, which are held in various Pendal portfolios.
Diversification is another key advantage. Unlike tech-heavy US markets, Australia’s ASX is weighted towards financials, resources and healthcare companies which can offer additional sector and geographical balance — particularly for businesses with exposure to Asia.
Pendal clients benefit from the experience and tenure of the Australian equities team, which is one of the biggest and best-resourced in the country.
Pendal thrives on respectful debate and diverse perspectives, where “everyone feels free to challenge each other, which translates to better outcomes,” Elise says.
“We’re core managers, so style consistency is critical. We actively monitor performance and risk to avoid surprises.”
Elise manages Pendal Horizon Sustainable Australian Share Fund, which aims to align performance with purpose by supporting companies driving the transition to a more sustainable future.
“We exclude harmful sectors, we support sustainable practices, and we engage with companies to improve,” she says. “It’s about de-risking and building better businesses.”
Watch the video above to learn more about Elise and Pendal’s Australian equities strategies.
Get to know our portfolio managers better in these individual profile videos:
Crispin Murray, head of equities
Patrick Teodorowski and Lewis Edgley, co-portfolio managers
Brenton Saunders, portfolio manager
About Pendal
Pendal is a global investment management business focused on delivering superior investment returns for our clients through active management.
Pendal’s Australian equities team is one of the most experienced and well-resourced equities teams in Australia.
Contact a Pendal key account manager
Find out more about Pendal’s Australian equities capabilities
This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current at 14 July 2025.
PFSL is the responsible entity and issuer of units in the Pendal Horizon Australian Share Fund (Fund) ARSN: 096 328 219. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com. The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund.
An investment in the Fund or any of the funds referred to in this web page is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.
This information is for general purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.
The information may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
Any projections are predictive only and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com
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