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.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: November 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).
funds
What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook
Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
funds
AFIC on the speculative ASX boom, opportunities, and LIC discounts
AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,032.00 | 53.10 | -0.58% |
| CAC 40 | 8,112.02 | 8.44 | 0.10% |
| DAX 40 | 24,351.12 | 11.06 | 0.05% |
| Dow JONES (US) | 48,461.93 | 249.04 | -0.51% |
| FTSE 100 | 9,866.53 | 4.15 | -0.04% |
| HKSE | 25,635.23 | 183.70 | -0.71% |
| NASDAQ | 23,474.35 | 118.75 | -0.50% |
| Nikkei 225 | 50,526.92 | 223.47 | -0.44% |
| NZX 50 Index | 13,540.49 | 14.50 | 0.11% |
| S&P 500 | 6,905.74 | 24.20 | -0.35% |
| S&P/ASX 200 | 8,725.70 | 51.00 | -0.58% |
| SSE Composite Index | 3,965.28 | 1.60 | 0.04% |