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.
We are notifying you of some important changes relating to the Pendal Concentrated Global Share Fund (Fund). Following a strategic review of our global equity investment capabilities, we have decided…
Pendal Institutional Limited has made the decision to appoint Barrow, Hanley, Mewhinney & Strauss, LLC (Barrow Hanley) to manage a portion of the international shares for the Funds as a…
The Pendal Diversified Global Equity Fund (Fund) will terminate on Tuesday, 28 November 2023. Why is the Fund terminating? The Fund’s small size means that it has high running costs…
The Pendal European Share Fund (Fund) will terminate on Tuesday, 28 November 2023. Why is the Fund terminating? The Fund’s small size means that it has high running costs and…
The Pendal American Share Fund (Fund) will terminate on Tuesday, 28 November 2023. Why is the Fund terminating? The Fund’s small size means that it has high running costs and cannot be managed…
Investors are advised of the following change to the March 2023 distributions. The Funds set out below will pay their distribution (if any) for the March quarter on or around…
IN LINE with our previous communications, today marks the official union of two of Australia’s leading asset managers, Pendal and Perpetual. Last August we announced plans to create Australia’s pre-eminent…
Crispin Murray: Why bringing together Pendal and Perpetual makes sense IN AUGUST 2022 we announced plans to bring together Australia’s two leading asset management businesses, Pendal and Perpetual. We continue…
INVESTORS are advised of the following change to the September 2022 distributions. This change is being made for operational reasons. The funds set out below will pay their distribution (if…
31 May 2022 Changes to Funds’ Standard Risk Measure Effective 31 May 2022, we are changing the Standard Risk Measure (SRM) of the Funds listed in the table below. An…
