Re-naming of existing units
Pendal Dynamic Income Fund – Class R (APIR: BTA8657AU, ARSN: 622 750 734) Effective on and from 11 January 2023, the existing units of the Pendal Dynamic Income Fund (the…
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Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors 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.
News
Important Notice: Change of name for Pendal’s registry provider
What’s happening Pendal’s registry provider Mainstream Fund Services changed its name to Apex Fund Services on November 14. Why is the name changing? Mainstream’s parent company Mainstream Group Holdings was…
Key service provider update
Effective 3 October 2022 we are changing the Fund’s administrator from Westpac Financial Services Group Limited to The Northern Trust Company. An updated Product Disclosure Statement (PDS) for the Fund,…
Key service provider update
Effective 3 October 2022 we are changing the Fund’s custodian from the Hong Kong and Shanghai Banking Corporation Limited, Sydney Branch (HSBC) to the Northern Trust Company. Also effective 3…
Increase to the Fund’s estimated financial year 2022 management fees and costs
Increase to the Fund’s management fees and costs The Fund’s financial year 2022 (FY22) estimated management fees and costs are 1.41% p.a. of the assets of the Fund. The estimated…
Important Notice: Delivery of unit prices October 3-10
On 3 October 2022, Pendal Fund Services Limited (Pendal) will complete a transition of the fund administration services for our funds. Following this transition there will be a delay in…
Investment Manager, Strategy and Exclusionary Screens
Pendal Sustainable International Share Fund (APIR: BTA0568AU, ARSN 612 665 219) Investment Manager, Strategy and Exclusionary Screens We have decided to replace AQR Capital Management, LLC (AQR) as the investment…
Investment Manager
Pendal Active High Growth Fund (APIR: BTA0488AU, ARSN: 610 997 674)Pendal Active Growth Fund (APIR: BTA0125AU, ARSN: 087 593 682)Pendal Active Balanced Fund (APIR: RFA0815AU, ARSN: 088 251 496)Pendal Active…
FAST PODCAST: Take the long view on global equities as Yen falls
What does the dramatic fall of the Japanese Yen mean for investors? Pendal’s NUDGEM RICHYAL, co-manager of Pendal Global Select Fund, explains in this fast podcast You can also listen…
Emerging markets: Watch out for secondary effects from Ukraine invasion
A monthly insight from James Syme and Paul Wimborne, managers of Pendal’s Global Emerging Markets Opportunities Fund FOLLOWING the initial shock of the Russian invasion of Ukraine, it is becoming…