Pendal Sustainable Balanced Fund

Product Name

Pendal Sustainable Balanced Fund


Pendal Group




Fund or Trust


Wholesale, Institutional

Certified Since


Asset Classes

Diversified / Multi-asset



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
  • Tree green background Sustainable land and agricultural management
  • Riaa icons 13 Sustainable transport
  • Riaa icons 31 Sustainable water

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 Balanced Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. 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.
     The Fund will not invest in companies with material business involvement in the following activities:
    • the production of tobacco or alcohol,
    • manufacture or provision of gaming facilities,
    • manufacture of weapons or armaments,
    • manufacture or distribution of pornography,
    • directly mine uranium for the purpose of weapons manufacturing,
    • extraction of thermal coal and oil sands production.
    We consider that a company has a material business involvement in an activity if 10% or more of its total revenue is derived from that activity.
     Positive screening means that we actively seek investments in industries and companies assessed as demonstrating and/or offering leading environmental and social practices, products or services. 

     Leading Industries
     Industries offering products and services that provide a direct benefit to social and/or environmental outcomes such as: 
    • Environmental management or remediation
    • Environmental technologies
    • Energy efficiency and renewable energy
    • Low-impact products or products that reduce ecological footprint
    • Sustainable buildings and property development
    • Sustainable land use and food production
    • Improved health and community wellbeing

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

    Pendal Sustainable Australian Fixed Interest Fund

    Pendal Ethical Share Fund

    Pendal Sustainable International Share Fund

    Pendal Sustainable Future Australian Share Portfolio

    Pendal Sustainable International Fixed Interest Fund

    Pendal Sustainable Australian Share Fund

    Pendal Sustainable Conservative Fund

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