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Pendal Horizon Sustainable Aus Shr

RFA0025AU

Pendal Horizon Sustainable Aus Shr RFA0025AU Strategy

The Fund is designed for investors who want the potential for long term capital growth from a high conviction, values-oriented, concentrated portfolio of typically 15-35 stocks that invests in businesses that in our view, in aggregate, provide a net benefit to Australia’s future economy and society. Pendal’s investment process for Australian shares is based on our core investment style and aims to add value through active stock selection and fundamental company analysis.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Pendal Horizon Sustainable Aus Shr News & Analysis

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Fund spy: efficiency and diversification of SMAs

Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and control.
funds

Fund Spy: Australian ethical funds bridging the gap

The performance gap between these Australian ESG funds and their plain vanilla equivalent is narrowing, but gains are in lock-step with rising oil and commodity prices.
funds

Fund Spy: Question marks hang over Australian ethical funds

The performance of some Australian stock funds with tilts toward environmental, social and governance objectives lags their non-ESG equivalents. 

Markets

Index
Last price
Change
% Change
All Ordinaries 7,937.50 0.40 -0.01%
CAC 40 8,137.55 31.77 0.39%
DAX 40 18,188.47 50.82 0.28%
Dow JONES (US) 38,503.69 263.71 0.69%
FTSE 100 8,087.33 42.52 0.53%
HKSE 17,201.27 372.34 2.21%
NASDAQ 15,696.64 245.33 1.59%
Nikkei 225 38,460.08 907.92 2.42%
NZX 50 Index 11,946.43 143.15 1.21%
S&P 500 5,070.55 59.95 1.20%
S&P/ASX 200 7,683.00 0.50 -0.01%
SSE Composite Index 3,044.82 22.84 0.76%

Market Movers

Name
Last price
Change
% Change
Zip Co Ltd ZIP 1.15 0.07 -5.74%
Telstra Group Ltd TLS 3.67 0.02 -0.54%
The Star Entertainment Group Ltd SGR 0.40 0.02 -3.61%
South32 Ltd S32 3.31 0.01 -0.30%
Base Resources Ltd BSE 0.25 0.03 11.11%
Cleanaway Waste Management Ltd CWY 2.71 0.30 -9.97%
Macmahon Holdings Ltd MAH 0.26 0.01 2.00%
Tabcorp Holdings Ltd TAH 0.73 0.01 -1.35%
Chalice Mining Ltd CHN 1.16 0.13 -10.12%
Stockland Corp Ltd SGP 4.39 0.07 -1.57%