Pendal Wholesale Plus Fixed Interest

BTA0547AU

Pendal Wholesale Plus Fixed Interest BTA0547AU Strategy

This Fund is designed for investors who want income, diversification across a broad range of cash and fixed interest securities and are prepared to accept some variability of returns. The Fund aims to take advantage of investment opportunities primarily within the Australian fixed interest market by investing in a combination of Commonwealth-government, semi-government and corporate debt and short-term money market securities. The Fund may also invest tactically in international fixed interest markets.
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

Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
funds

Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
funds

Listed Investment Companies monthly performance: February 2026

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 Ordinaries8,657.502.200.03%
CAC 407,721.9419.990.26%
DAX 4022,346.1245.370.20%
Dow JONES (US)45,165.80794.31-1.73%
FTSE 10010,060.6793.320.94%
HKSE24,750.79201.09-0.81%
NASDAQ20,948.36459.72-2.15%
Nikkei 22551,885.851,487.22-2.79%
NZX 50 Index12,748.92186.47-1.44%
S&P 5006,370.69106.47-1.64%
S&P/ASX 2008,461.000.100.00%
SSE Composite Index3,923.299.560.24%

Market Movers