Pendal Sustainable Future Australian Share Portfolio

Product Name

Pendal Sustainable Future Australian Share Portfolio


Pendal Group




Separately Managed Account



Certified Since


Certification Symbol

Responsible investment

Asset Classes

Australian only equities



Investment Approaches

Best in class screening, Negative Screening, 1. Positive screening: we actively seeks to invest in companies that exhibit high levels of: environmental management and efficiency; business ethics and conduct; human capital management and employee relations; workplace health and safety; and improving community health and well being 2. 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 14 Education
  • Riaa icons 32 Green property
  • Riaa icons 12 Healthcare and medical products
  • Riaa icons 10 Renewable energy and climate change solutions
  • Investment2 More sustainable companies

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


The Pendal Sustainable Future Australian Shares Portfolio 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 300 Accumulation Index over the medium to long term.


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 Pendal’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 to invest in companies that exhibit high levels of: 
  • environmental management and efficiency 
  • business ethics and conduct 
  • human capital management and employee relations 
  • workplace health and safety 
  • improving community health and well being 

The Fund will not invest in companies with business involvement in the following activities:
  • fossil fuel production such as coal, gas and oil, 
  • production of tobacco or alcohol,
  • manufacture or provision of gaming facilities,
  • manufacture of weapons or armaments,
  • manufacture of pornography
(Note the above screens are based on 0% revenue materiality).        

In addition, the portfolio will not invest in those companies with significant human rights, corporate governance or environmental breaches.                                                                                                                                                                                                                                                                                                                                                                                                           

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

Pendal Sustainable Australian Fixed Interest Fund

Pendal Sustainable International Share Fund

Pendal Ethical Share Fund