Pendal Dynamic Income Trust

BTA3816AU

Pendal Dynamic Income Trust BTA3816AU Strategy

The fund gains its investment exposure by investing in an actively managed portfolio of Australian issued investment grade corporate bonds and may also invest in emerging market sovereign and credit indices to provide diversification and enhance returns when we believe market conditions are supportive. Although the fund is not permitted to borrow, derivatives may be used to gain this exposure and/or to leverage the fund.
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: July 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

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
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).

Morningstar Investment Ideas

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S&P/ASX 2008,877.703.00-0.03%
SSE Composite Index3,861.861.360.04%

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