Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Login

Mainstream Online Web Portal

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.

Investment Giving

| Pendal Sustainable Balanced Fund – Class G
Apply now

Pendal Sustainable Balanced Fund – Class G

Investment Giving

Pendal Sustainable Balanced Fund – Class G through Investment Giving enables investors to support charities and invest sustainably.

Apply now

What is Investment Giving?

Investment Giving Australia is an independent not-for-profit organisation with the mission to maximise the impact of charities and their supporters by enabling new forms of investment-based philanthropy. The Investment Giving model is a philanthropic investment approach that provides a sustainable and efficient form of repeat income for charities.

Invest in a sustainable diversified fund and support a charity.

The Pendal Sustainable Balanced Fund invests across a range of sustainable and ethically screened assets and seeks to promote a positive impact.

The Giving Class allows investors to nominate a charity to receive the distributions from their investment in the Pendal Sustainable Balanced Fund.

Investors retain ownership and control of the investment and the charity receives the distributions.

Fund information

Pendal Sustainable Balanced Fund – Class G

Entry Price $0.0000
Exit Price $0.0000
History
Fund objective

The Fund aims to provide a return (before fees, and expenses) that exceeds the Fund’s benchmark over the medium to long term.

APIR Code PDL4756AU
Distribution (CPU) 0.0000
Distribution Frequency

Quarterly

Distribution History View history
Minimum investment

$25,000

Management costs

0.40% pa

Buy sell spread

0.28% (0.14%/0.14%)

Risks

An investment fund is subject to a number of risks. For a detailed description of these risks please refer to the PDS.

Monthly fact sheets Available soon
Asset allocation neutral positions document

Download

Benchmark document

Download

Lee Hopperton

Head of High Net Worth Distribution

Email

Mainstream

Application enquiries

Email +1300346821

Download a brochure

Download