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.
31 May 2022 The Australian Securities and Investments Commission (ASIC) has issued updated fees and costs disclosure requirements through ASIC Corporations (Disclosure of Fees and Costs) Instrument 2019/1070 for Product…
With effect from 31 May 2022, the “Pendal Horizon Fund” will be renamed the “Pendal Horizon Sustainable Australian Share Fund”. The change of name is to further reflect the investment framework…
Pendal Fixed Interest Fund (APIR: RFA0813AU ARSN: 159 605 811) Reduction in management costs from March 1, 2022. With effect from March 1, 2022, management costs for Pendal Fixed Interest…
Pendal’s head of equities Crispin Murray today challenged BHP’s proposal to collapse its dual-listed company (DLC) structure. “As BHP Ltd (Australia) shareholders, we are not in favour of BHP’s proposal…
Pendal Sustainable Australian Fixed Interest Fund – Class R (APIR: BTA0507AU, ARSN: 612 664 730) On 25 November 2021, the existing units of the Pendal Sustainable Australian Fixed Interest Fund…
Pendal has brought a very different global equities strategy to Australia. Here fund managers Chris Lees and Nudgem Richyal explain the Pendal Global Select Fund process Something very different in…
Our responsible investing specialists have published a two-part guide explaining the impact of climate change on business and investing. Download your PDF copies below. IT’S NOT easy for business managers…
Pendal Group (ASX:PDL) has announced the completion of its acquisition of US-based value-oriented investment management company, Thompson, Siegel & Walmsley LLC (TSW). Highlights: 96% of TSW client consent to the…
Key points Paul Hannan and Noel Webster will step down as Senior Portfolio Managers of Pendal’s Smaller Companies team from today. Over 17 years Paul and Noel have together built…
PENDAL GROUP (ASX: PDL) today announced it has entered into an agreement to acquire 100% of Thompson, Siegel & Walmsley (TSW), a US-based, value-oriented investment manager, for US$320million (A$413 million)….
