Pendal Wholesale Plus Australian Share Fund
About this Fund
|FUND MANAGER||Pendal Institutional|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests into the Underlying Fund, which is an actively managed portfolio of Australian shares.|
|INVESTMENT PROFILE||The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Benchmark over the medium to long term.|
|BENCHMARK||S&P/ASX 300 Accumulation Index|
|FUND SIZE||S&P/ASX 300 Accumulation Index|
|NO. OF HOLDINGS|
Benefits of investing in the Pendal Wholesale Plus Australian Share Fund
Investing in the Fund offers investors a range of benefits including the following:
About the Fund
The Fund will invest into the Pendal Australian Share Fund APIR RFA0818AU (Underlying Fund), which is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns.
The Underlying Fund may also hold cash and may use derivatives.
How we invest your money
The Manager's investment process for Australian shares is based on their core investment style and aims to add value through active stock selection and fundamental company research. The Manager's core investment style is to select stocks based on assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias. The Manager's fundamental company research focuses on valuation, franchise, management quality and risk factors (both financial and non-financial risk).
Derivatives may be used by the Underlying Fund to reduce risk and can act as a hedge against adverse movements in a particular market and/or in the underlying assets. Derivatives can also be used to gain exposure to assets and markets.
The asset allocation of the Underlying Fund is: