Product Name |
Pendal Multi-Asset Target Return Fund |
Issuer |
Pendal Group |
Category |
Investment |
Type |
Fund or Trust |
Target |
Wholesale, Institutional |
Certified Since |
2020 |
Asset Classes |
Diversified / Multi-asset |
Markets |
Australia |
Investment Approaches |
Negative Screening, ESG Integration |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/pendal-multi-asset-target-return-fund-1/profile |
Overview
The Pendal Multi-Asset Target Return Fund (Fund) is an actively managed multi-asset class portfolio that invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. Investment Return Objective: the Fund aims to provide a return (before fees, costs and taxes) of AustralianCPI^ plus 5% per annum over rolling five year periods. The suggested investment timeframe is 5 years or more.
Description