Pendal Sustainable Balanced Fund

Product Name

Pendal Sustainable Balanced Fund


Pendal Group




Fund or Trust



Certified Since


Certification Symbol

Responsible investment

Asset Classes

Diversified / Multi-asset



Investment Approaches

Best in class screening, Negative Screening, 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 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 11 Impact investments
  • Riaa icons 10 Renewable energy and climate change solutions

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 55 Pornography
  • Riaa icons 35 Tobacco


The Pendal Sustainable Balanced Fund (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. The Fund aims to provide a return (before fees and expenses) that exceeds the Fund’s benchmark over the medium to long term. The suggested investment timeframe is five years or more.


The assets of the Fund are managed by Pendal Group together with a number of leading investment managers, such as AQR for international shares and AEW for international property securities. Pendal manages the asset allocation of the Fund. For Australian and international shares and Australian and international fixed interest, the Fund uses an active security selection process that combines sustainable and ethical criteria with financial analysis. 
 The Fund will not invest in companies with material business involvement in the following activities:
 •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 or issuer has a material business involvement in an activity if 10% or more of its total revenue is derived from that activity. 
 Fixed interest securities issued by Government related entities are generally considered to meet the Fund's sustainable and ethical investment guidelines. The Fund actively seeks exposure to Green, Social and Sustainable Bonds where they meet our investment guidelines for our Australian Fixed Income holdings.

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

Pendal Ethical Share Fund

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BT Enhanced Institutional Property Security Fund

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Pendal Sustainable Australian Share Fund

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