Pendal Sustainable Australian Fixed Interest Fund

Product Name

Pendal Sustainable Australian Fixed Interest Fund


Pendal Group




Fund or Trust


Retail, Wholesale, Institutional

Certified Since


Asset Classes

Fixed income



Investment Approaches

Best in class screening, Negative Screening

It Includes:

  • Riaa icons 32 Green property
  • Riaa icons 11 Impact investments
  • Riaa icons 10 Renewable energy and energy efficiency
  • Riaa icons 15 Social and sustainable infrastructure

It has some level of screening for:

  • Riaa icons 41 Alcohol
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

It fully excludes:


    The Pendal Sustainable Australian Fixed Interest Fund is an actively managed portfolio of Australian fixed interest securities. Investments are selected based on a range of sustainable, ethical and financial criteria.


    Investing in this fund provides exposure to companies assessed as demonstrating and or/offering leading environmental and social practices, products and services, whilst avoiding companies that do not meet the Fund’s ethical guidelines.

    Ethical practices
    The Fund does not have investments in companies or issuers directly involved in the following two activities:
    • tobacco production; and
    • controversial weapons manufacture (such as cluster munitions, landmines, biological or chemical weapons, depleted uranium weapons, blinding laser weapons, incendiary weapons, and/or non-detectable fragments).

    The Fund also does not have investments in companies or issuers directly involved in the following activities, where such activities account for 10% or more of a company’s or issuer’s total revenue:
    • the production of alcohol;
    • manufacture or provision of gaming facilities;
    • manufacture of non-controversial weapons or armaments;
    • manufacture or distribution of pornography;
    • direct mining of uranium for the purpose of weapons manufacturing; and
    • extraction of thermal coal and oil sands production.

    Sustainability practices
    The Fund actively seeks investments in securities that in addition to meeting our financial risk and return requirements also generate positive societal and/or environmental impact (and where possible contribute towards the advancement of the UN Sustainable Development Goals agenda) by actively investing in green bonds, social bonds or sustainable bonds. 

    Pendal actively engages with the management of the issuers we invest in where we believe it is material in terms of managing risk, effecting change and realising potential value over the long term.

    Other products certified by the Responsible Investment Association Australasia (RIAA)

    Pendal Global Select Fund

    Pendal Horizon Fund (formerly Ethical Share Fund)

    Pendal Multi-Asset Target Return Fund

    Pendal Sustainable Australian Share Fund

    Pendal Sustainable Balanced Fund

    Pendal Sustainable Conservative Fund

    Pendal Sustainable Future Australian Share Portfolio

    Pendal Sustainable International Fixed Interest Fund

    Pendal Sustainable International Share Fund

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