Pendal Active Conservative
BTA0805AU
Pendal Active Conservative BTA0805AU Strategy
This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept some variability of returns. The Fund invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a significant weighting towards defensive assets.
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.
Funds News & Analysis
funds
Active fund manager success rates ticked up in 2026, but passive funds still hold the advantage
Long-term trends point to categories where active managers are more likely to outperform.
funds
Why passive investing doesn't always work in fixed income
Passive investing thrives in efficient markets, but fixed income faces more headwinds
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,255.20 | 20.50 | 0.22% |
| CAC 40 | 8,501.91 | 7.45 | -0.09% |
| DAX 40 | 26,091.33 | 37.03 | -0.14% |
| Dow JONES (US) | 53,463.05 | 119.65 | 0.22% |
| FTSE 100 | 10,743.35 | 15.31 | 0.14% |
| HKSE | 25,495.07 | 23.92 | 0.09% |
| NASDAQ | 26,331.09 | 41.38 | 0.16% |
| Nikkei 225 | 65,326.42 | 2,134.30 | -3.16% |
| NZX 50 Index | 13,955.94 | 26.27 | 0.19% |
| S&P 500 | 7,707.98 | 16.22 | 0.21% |
| S&P/ASX 200 | 9,053.80 | 25.20 | 0.28% |
| SSE Composite Index | 3,894.42 | 95.88 | -2.40% |