Generation Pendal Sust Bal Fd

ALL1639AU

Generation Pendal Sust Bal Fd ALL1639AU Strategy

The Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian fixed interest and cash investments. The Fund employs a sustainable screening approach. The Fund actively seeks out companies that demonstrate superior environmental and social practices and offer sustainable products and services.
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: 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).
funds

Another dawn for hedge funds?

The opportunity and evolving role of hedge funds for investors today.
funds

The hidden costs of passive investing

Index funds and systematic strategies face trading frictions that quietly erode investor returns.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,293.2045.10-0.48%
CAC 408,174.2014.39-0.18%
DAX 4023,830.99441.20-1.82%
Dow JONES (US)46,190.61238.370.52%
FTSE 1009,354.5781.52-0.86%
HKSE25,247.10641.41-2.48%
NASDAQ22,679.97117.440.52%
Nikkei 22547,582.15695.59-1.44%
NZX 50 Index13,289.2199.89-0.75%
S&P 5006,664.0134.940.53%
S&P/ASX 2008,995.3034.70-0.38%
SSE Composite Index3,839.7676.47-1.95%

Market Movers