Pendal MidCap BTA0313AU Strategy
This Fund is designed for investors who want the potential for long term capital growth and tax effective income from a portfolio of primarily 40-60 Australian mid cap shares and are prepared to accept higher variability of returns. Pendal defines the mid cap universe to include companies ranked between 51 and 150 of the S&P/ASX 200 Index. The Fund may also invest in equivalent companies listed on the New Zealand Stock Exchange, 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.
|Dow JONES (US)||35,430.42||13.44||0.04%|
|NZX 50 Index||11,226.47||9.47||-0.08%|
|SSE Composite Index||3,021.69||16.87||-0.56%|
|Pilbara Minerals Ltd PLS||3.56||0.02||-0.56%|
|Telstra Group Ltd TLS||3.78||0.00||0.00%|
|South32 Ltd S32||3.06||0.04||-1.29%|
|Cettire Ltd CTT||3.45||0.07||2.07%|
|Scentre Group SCG||2.63||0.06||2.33%|
|Ventia Services Group Ltd VNT||2.91||0.02||0.69%|
|Stockland Corp Ltd SGP||4.07||0.05||1.24%|
|Santos Ltd STO||6.94||0.06||-0.86%|
|Aurizon Holdings Ltd AZJ||3.55||0.06||-1.66%|
|Evolution Mining Ltd EVN||4.07||0.21||5.44%|