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
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).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
Listed Investment Companies monthly performance: October 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 | 8,599.40 | 56.50 | 0.66% |
| CAC 40 | 7,452.42 | 36.93 | -0.49% |
| DAX 40 | 20,329.94 | 10.63 | -0.05% |
| Dow JONES (US) | 42,635.20 | 106.84 | 0.25% |
| FTSE 100 | 8,251.03 | 5.75 | 0.07% |
| HKSE | 19,279.84 | 167.74 | -0.86% |
| NASDAQ | 19,478.88 | 10.80 | -0.06% |
| Nikkei 225 | 39,981.06 | 102.24 | -0.26% |
| NZX 50 Index | 13,021.13 | 21.98 | -0.17% |
| S&P 500 | 5,918.25 | 9.22 | 0.16% |
| S&P/ASX 200 | 8,349.10 | 64.00 | 0.77% |
| SSE Composite Index | 3,230.17 | 0.52 | 0.02% |