Pendal Australian Equity
BTA0055AU
Pendal Australian Equity BTA0055AU Strategy
This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund may also 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
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Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
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Listed Investment Companies monthly performance: January 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).
funds
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,435.60 | 15.10 | 0.16% |
| CAC 40 | 8,603.66 | 17.27 | -0.20% |
| DAX 40 | 25,327.50 | 38.48 | 0.15% |
| Dow JONES (US) | 49,019.98 | 479.22 | -0.97% |
| FTSE 100 | 10,925.48 | 78.78 | 0.73% |
| HKSE | 26,630.54 | 249.52 | 0.95% |
| NASDAQ | 22,693.83 | 184.55 | -0.81% |
| Nikkei 225 | 58,850.27 | 96.88 | 0.16% |
| NZX 50 Index | 13,722.97 | 52.26 | 0.38% |
| S&P 500 | 6,873.24 | 35.62 | -0.52% |
| S&P/ASX 200 | 9,198.60 | 16.90 | 0.18% |
| SSE Composite Index | 4,162.88 | 16.25 | 0.39% |