Pendal Monthly Income Plus
BTA0318AU
Pendal Monthly Income Plus BTA0318AU Strategy
This option is designed for investors who want the potential for regular income and some long-term capital growth. The option invests in a number of income generating strategies across the fixed interest, shares and cash asset classes. Pendal’s investment process is designed to provide a flexible approach to asset allocation. This is aimed at preserving capital and minimising the occurrence of adverse income outcomes.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds
Listed Investment Companies monthly performance: December 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: November 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,670.90 | 42.50 | 0.49% |
| CAC 40 | 7,854.92 | 95.25 | -1.20% |
| DAX 40 | 21,732.05 | 4.85 | 0.02% |
| Dow JONES (US) | 44,421.91 | 122.75 | -0.28% |
| FTSE 100 | 8,583.56 | 90.40 | -1.04% |
| HKSE | 20,545.25 | 327.99 | 1.62% |
| NASDAQ | 19,627.44 | 54.31 | -0.28% |
| Nikkei 225 | 39,130.09 | 610.00 | 1.58% |
| NZX 50 Index | 12,817.98 | 7.66 | 0.06% |
| S&P 500 | 5,994.57 | 45.96 | -0.76% |
| S&P/ASX 200 | 8,414.40 | 35.00 | 0.42% |
| SSE Composite Index | 3,250.60 | 2.03 | -0.06% |