Pendal Sustainable Australian Share Fund

Product Name

Pendal Sustainable Australian Share Fund

Issuer

Pendal Group

Category

Investment product

Type

Fund/Trust

Target

Wholesale

Certified Since

2017

Certification Symbol

Responsible Investment

Asset Classes

Equities - Australian only

Markets

Australia

Investment Approaches

Best of sector, Negative Screening, Active ownership & Stewardship: Pendal actively engages with the management of the companies we invest in to manage risk, effect change and realise potential value over the long term.

It Includes

  • Riaa icons 11 More sustainable companies
  • Riaa icons 10 Renewable energy
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare & medical products

It Excludes

  • Riaa icons 33 Fossil fuels
  • Riaa icons 35 Tobacco
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 36 Armaments
  • Riaa icons 41 Alcohol
  • Riaa icons 42 Gambling
  • Riaa icons 55 Pornography

Overview

The Pendal Sustainable Australian Share Fund is an actively managed portfolio of Australian shares. Investments are selected based on a range of sustainable, ethical and financial criteria. The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 200 Accumulation Index over the medium to long term.


Description


This Fund is designed for investors who want the potential for long-term capital growth and tax effective income, diversification across a broad range of Australian companies and industries. 

The Fund uses an active stock selection process that combines sustainable and ethical criteria with BTIM’s financial analysis. Pendal’s investment process for Australian shares is based on our core investment style and aims to add value through active stock selection and fundamental company research. Pendal’s core investment style is to select stocks based on our assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias. Our fundamental company research focuses on valuation, risk factors (financial and non-financial), franchise and management quality.

We actively seek out companies and industries that demonstrate leading environmental, social and corporate governance (ESG) and ethical practices and exclude companies with practices we consider to negatively impact the environment or society companies. 
 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. Pendal actively engages with the management of the companies we invest in to manage risk, effect change and realise potential  value over the long term.

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BT Enhanced Institutional Property Security Fund

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Pendal Wholesale Ethical Share Fund

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Pendal Sustainable Conservative Fund

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