This Fund offers investors access to a diversified portfolio of floating and fixed income securities that meet financial and social and/or environmental goals

The Fund aims to generate positive and measurable social or environmental impact, or both; and a return (before fees, costs and taxes) that exceeds the RBA Cash Rate over rolling 3 year periods.

Significant benefits

Investing in the Fund offers investors a range of benefits:

• access to a professionally managed portfolio of floating and fixed income securities;
• exposure to issuers that demonstrate leading sustainability practices;
• exposure to securities which support positive social and/or environmental outcomes, such as green bonds or bonds which advance the UN Sustainable Development Goals (SDGs);
• avoidance of exposure to issuers with activities that we consider to negatively impact the environment or society; and
• access to Pendal’s investment expertise.

Low to medium risk of losing money in any year. Likely to produce moderate returns over the medium to long term.

This Fund is designed for investors and offers these investors access to a diversified portfolio of floating and fixed income securities that meet financial and social or environmental goals, or both.

The Fund aims to meet its investment objectives by investing primarily in impact securities. The Fund may also invest in non-impact securities (government and credit) that pass our sustainable and ethical screens.

The Fund’s investments are predominantly issued in Australian dollars. For non-Australian dollar denominated securities, the Fund will generally hedge back any foreign currency exposures to Australian dollars to the extent considered reasonably practicable.

The Fund uses a combination of active alpha strategies such as active security and sector selection, duration, yield curve and credit management in addition to impact analysis (including ethical and sustainable considerations) to build a portfolio that targets securities classified as contributing to impact goals (including green bonds, social bonds and sustainable bonds as appropriate).

Derivatives are used to gain exposure to assets and markets. They are also used to reduce risk and can act as a hedge against adverse movements in a particular market or in the underlying assets.

Pendal’s investment process for this Fund aims to add value through multiple strategies and investment research.

Credit, government, impact securities and cash 0-100%