WebMay 20, 2024 · Colonial FirstChoice Personal Super - Pendal Sustainable Balanced - Managed Fund (Closed) Fund Objective To provide a return (before fees, costs and taxes) that exceeds the option's composite benchmark over rolling three-year periods. Fund Strategy The option is an actively managed diversified portfolio that invests in Australian … WebThe Pendal Active Balanced Fund (Fund) is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international listed property …
Benchmark for diversified funds
WebPendal Wholesale Plus Active Balanced Fund: 11-Apr-2024: $1.0363: $1.0333: WFS0443AU: Advance Growth Multi-Blend: 20-Feb-2024: $0.8941: $0.8905: WFS0862AU: Pendal Wholesale Plus Active Growth Fund: 1-Apr-2024: $1.0822: $1.0788: WFS0444AU: Advance High Growth Multi-Blend: 20-Feb-2024: $0.8219: $0.8183: WFS0863AU: Pendal Wholesale … WebPendal Sustainable Balanced ... Active positioning at the start of Q4 was a little more “risk-on” than Q3 and contributed very strongly to portfolio returns. The portfolio was positioned with overweights in a range of under-valued equity markets, underweights bob hirsch arizona
Pendal Active Balanced RFA0815AU Quote Morningstar
WebPerformance charts for Pendal Active Balanced Fund (ROTHBWS) including intraday, historical and comparison charts, technical analysis and trend lines. Web0.49%. RFA0023AU. BT Tax Effective Income Fund - NEF. 1.42%. 0.03%. 0.26%. 1. The management costs of the option are estimate amounts reasonably available as at 5 March 2024. These management costs relate to the underlying fees and costs incurred in managing the investment which directly or indirectly reduce the return on the investment. Webthe Pendal Active Balanced Fund (ARSN 088 251 496) (Fund). It also includes references to additional information which forms part of this PDS and marked with a ‘ ’. This is important information you should read together with the PDS before making a decision to invest into the Fund. You can access the clip art maternity