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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
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Advisers will also have access to view their clients’ accounts online via the secure web portal.
Fast podcast: Asset allocation tips from Pendal’s head of multi-asset
In our latest fast podcast, Pendal’s head of multi-asset MICHAEL BLAYNEY talks about the lessons of 2022, how he’s valuing major asset classes right now and suitable portfolio settings
You can also listen to this podcast on Apple or Spotify
An excerpt from this podcast with Michael Blayney, Pendal’s head of multi-asset
What are the big lessons investors should take from 2022?
“The first one is that volatility in financial markets is a normal thing,” says Penal’s Michael Blayney in this fast podcast.
“It can obviously cause short-term pain, but it also creates opportunities for investors who are willing to take a long-term view when value arises.”
The second lesson relates to the correlation between bonds and equities.
“People had assumed bonds and equities would always move in opposite directions with that negative correlation we’ve seen over the last decade or two.
“But the reality is that correlations and diversification benefits of various asset classes do vary over time.
“So it’s important to have more than just bonds and equities in a mix.
“We believe in having meaningful allocations to alternative assets. Some of the exposures there — particularly those that have given us a bit more energy price exposure or some commodity-linked exposures — have performed quite well in the last year and helped cushion the downside for investors.”
In this podcast Michael also discusses the current value of major asset classes and suitable portfolio settings.
Find out about
Pendal Multi-Asset Funds
About Pendal’s multi-asset capabilities
Pendal’s diversified funds provide investors with a variety of traditional and alternative asset classes and strategies.
These include Australian and international shares, property securities, fixed interest, cash investments and alternatives.
In March 2024, Perpetual Group brought together the Pendal and Perpetual multi-asset teams under the leadership of Michael O’Dea.
The newly expanded nine-strong team will manage more than $6 billion in AUM and create a platform with the scale and resources to deliver leading multi-asset solutions for clients.
Michael is a highly experienced investor with more than 23 years industry experience, including almost a decade leading the team at Perpetual.
Find out more about Pendal’s multi asset funds:
Contact a Pendal account manager here
About Pendal Group
Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management.
This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current at November 23, 2022. PFSL is the responsible entity and issuer of units in the Pendal Monthly Income Plus Fund (ARSN: 137 707 996) and Pendal Dynamic Income Fund (ARSN: 622 750 734) (Funds). 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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