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
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds
Australia’s best fund managers chart the course for 2026
How Australian managers are navigating the investment seas.
funds
Listed Investment Companies monthly performance: December 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 | 9,133.00 | 67.10 | 0.74% |
| CAC 40 | 8,273.84 | 35.67 | 0.43% |
| DAX 40 | 24,721.46 | 230.40 | 0.94% |
| Dow JONES (US) | 50,115.67 | 1,206.95 | 2.47% |
| FTSE 100 | 10,369.75 | 60.53 | 0.59% |
| HKSE | 27,006.42 | 446.47 | 1.68% |
| NASDAQ | 23,031.21 | 490.63 | 2.18% |
| Nikkei 225 | 56,663.85 | 2,410.17 | 4.44% |
| NZX 50 Index | 13,448.53 | 4.51 | 0.03% |
| S&P 500 | 6,932.30 | 133.90 | 1.97% |
| S&P/ASX 200 | 8,873.80 | 62.90 | 0.71% |
| SSE Composite Index | 4,113.58 | 48.00 | 1.18% |