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

Listed Investment Companies monthly performance: June 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: May 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

Private credit and its role for investors

A spotlight on the evolving asset class.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,001.4059.900.67%
CAC 407,837.2392.821.20%
DAX 4024,168.95127.050.53%
Dow JONES (US)44,647.69145.250.33%
FTSE 1009,066.8143.000.48%
HKSE25,538.07408.041.62%
NASDAQ20,903.2610.570.05%
Nikkei 22541,171.321,396.403.51%
NZX 50 Index12,794.0639.68-0.31%
S&P 5006,323.7014.080.22%
S&P/ASX 2008,737.2060.000.69%
SSE Composite Index3,582.300.440.01%

Market Movers