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Pendal Wholesale Plus Active Balanced

WFS0861AU

Pendal Wholesale Plus Active Balanced WFS0861AU Strategy

The Fund invests in the Underlying Fund, which is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept some variability of returns. The Underlying Fund invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Underlying Fund may also invest in 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

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Listed Investment Companies monthly performance: April 2024

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).
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KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,974.80 27.70 -0.35%
CAC 40 7,517.66 190.36 -2.47%
DAX 40 18,025.09 240.59 -1.32%
Dow JONES (US) 38,647.10 65.11 -0.17%
FTSE 100 8,162.78 0.89 -0.01%
HKSE 17,941.78 170.85 -0.94%
NASDAQ 17,667.56 59.13 0.34%
Nikkei 225 38,814.56 94.09 0.24%
NZX 50 Index 11,864.89 7.75 -0.07%
S&P 500 5,433.74 0.00 0.00%
S&P/ASX 200 7,724.30 25.40 -0.33%
SSE Composite Index 3,032.63 3.71 0.12%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.24 0.08 -2.41%
Peninsula Energy Ltd PEN 0.11 0.01 5.00%
Sayona Mining Ltd SYA 0.04 0.00 -2.70%
Zip Co Ltd ZIP 1.45 0.14 10.27%
Orora Ltd ORA 1.96 0.10 -4.63%
South32 Ltd S32 3.66 0.02 0.55%
Tabcorp Holdings Ltd TAH 0.66 0.06 10.08%
Adbri Ltd ABC 3.19 0.00 0.00%
Resolute Mining Ltd RSG 0.51 0.04 -7.27%
Core Lithium Ltd CXO 0.09 0.00 -2.13%