Pendal MidCap
BTA0313AU
Pendal MidCap BTA0313AU Strategy
This Fund is designed for investors who want the potential for long term capital growth and tax effective income from a portfolio of primarily 40-60 Australian mid cap shares and are prepared to accept higher variability of returns. Pendal defines the mid cap universe to include companies ranked between 51 and 150 of the S&P/ASX 200 Index. The Fund may also invest in equivalent companies listed on the New Zealand Stock Exchange, hold cash and may use derivatives.
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: September 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
Listed Investment Companies monthly performance: August 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,351.90 | 4.90 | -0.05% |
| CAC 40 | 8,224.67 | 0.96 | -0.01% |
| DAX 40 | 24,242.09 | 2.20 | 0.01% |
| Dow JONES (US) | 47,408.62 | 201.50 | 0.43% |
| FTSE 100 | 9,660.42 | 14.80 | 0.15% |
| HKSE | 26,433.70 | 273.55 | 1.05% |
| NASDAQ | 23,539.40 | 334.53 | 1.44% |
| Nikkei 225 | 50,512.32 | 1,212.67 | 2.46% |
| NZX 50 Index | 13,391.59 | 14.49 | 0.11% |
| S&P 500 | 6,849.60 | 57.91 | 0.85% |
| S&P/ASX 200 | 9,055.60 | 2.20 | -0.02% |
| SSE Composite Index | 3,996.94 | 46.63 | 1.18% |