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: 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).
funds
Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
funds
Debunking myths in private credit
Looking beyond the marketing claims of private credit products.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,824.20 | 19.20 | -0.22% |
| CAC 40 | 8,025.80 | 66.13 | 0.83% |
| DAX 40 | 23,464.63 | 225.45 | 0.97% |
| Dow JONES (US) | 47,017.83 | 569.56 | 1.23% |
| FTSE 100 | 9,609.53 | 74.62 | 0.78% |
| HKSE | 25,894.55 | 178.05 | 0.69% |
| NASDAQ | 22,977.68 | 105.68 | 0.46% |
| Nikkei 225 | 48,659.52 | 33.64 | 0.07% |
| NZX 50 Index | 13,480.43 | 19.42 | -0.14% |
| S&P 500 | 6,756.18 | 51.06 | 0.76% |
| S&P/ASX 200 | 8,537.00 | 26.70 | -0.31% |
| SSE Composite Index | 3,870.02 | 33.26 | 0.87% |