Pendal Sustainable Balanced
BTA0122AU
Pendal Sustainable Balanced BTA0122AU Strategy
The Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian fixed interest and cash investments. The Fund employs a sustainable screening approach. The Fund actively seeks out companies that demonstrate superior environmental and social practices and offer sustainable products and services.
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.
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Should investors access private equity through semiliquid funds?
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Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
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Listed Investment Companies monthly performance: October 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,881.50 | 14.60 | -0.16% |
| CAC 40 | 8,108.43 | 6.31 | -0.08% |
| DAX 40 | 24,046.01 | 17.87 | 0.07% |
| Dow JONES (US) | 47,739.32 | 215.67 | -0.45% |
| FTSE 100 | 9,645.09 | 21.92 | -0.23% |
| HKSE | 25,765.36 | 319.72 | -1.23% |
| NASDAQ | 23,545.90 | 32.22 | -0.14% |
| Nikkei 225 | 50,518.84 | 63.10 | -0.12% |
| NZX 50 Index | 13,447.01 | 39.31 | -0.29% |
| S&P 500 | 6,846.51 | 23.89 | -0.35% |
| S&P/ASX 200 | 8,593.30 | 13.10 | -0.15% |
| SSE Composite Index | 3,924.08 | 21.27 | 0.55% |