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
funds
Listed Investment Companies monthly performance: September 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: August 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
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,031.70 | 45.20 | -0.50% |
| CAC 40 | 7,926.69 | 38.08 | -0.48% |
| DAX 40 | 23,483.52 | 250.50 | -1.06% |
| Dow JONES (US) | 46,912.30 | 398.70 | -0.84% |
| FTSE 100 | 9,646.84 | 88.94 | -0.91% |
| HKSE | 26,241.83 | 244.07 | -0.92% |
| NASDAQ | 23,053.99 | 445.80 | -1.90% |
| Nikkei 225 | 50,276.37 | 607.31 | -1.19% |
| NZX 50 Index | 13,599.21 | 22.40 | 0.16% |
| S&P 500 | 6,720.32 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,769.70 | 40.80 | -0.46% |
| SSE Composite Index | 3,997.56 | 10.20 | -0.25% |