Pendal Balanced Returns
BTA0806AU
Pendal Balanced Returns BTA0806AU Strategy
This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept some variability of returns. The Fund invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a higher weighting towards growth assets than defensive assets.
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
KiwiSaver Survey - March Quarter 2024
KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds
Morningstar reassess view of Platinum ETF and fund
Changes to the portfolio management team drive a ratings revision.
funds
Listed Investment Companies monthly performance: March 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
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,065.50 | 113.20 | 1.42% |
| CAC 40 | 8,075.68 | 79.04 | 0.99% |
| DAX 40 | 18,430.05 | 254.84 | 1.40% |
| Dow JONES (US) | 38,857.33 | 5.06 | 0.01% |
| FTSE 100 | 8,313.67 | 100.18 | 1.22% |
| HKSE | 18,479.37 | 98.93 | -0.53% |
| NASDAQ | 16,322.88 | 26.36 | -0.16% |
| Nikkei 225 | 38,835.10 | 599.03 | 1.57% |
| NZX 50 Index | 11,800.78 | 20.00 | -0.17% |
| S&P 500 | 5,183.13 | 2.39 | 0.05% |
| S&P/ASX 200 | 7,793.30 | 110.90 | 1.44% |
| SSE Composite Index | 3,147.74 | 7.02 | 0.22% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.04 | 0.00 | 12.12% |
| Imugene Ltd IMU | 0.08 | 0.00 | -1.30% |
| Telstra Group Ltd TLS | 3.64 | 0.05 | 1.39% |
| The Star Entertainment Group Ltd SGR | 0.47 | 0.03 | 6.90% |
| Alligator Energy Ltd AGE | 0.06 | 0.00 | 4.92% |
| Pilbara Minerals Ltd PLS | 4.17 | 0.02 | -0.48% |
| Peninsula Energy Ltd PEN | 0.12 | 0.01 | 4.35% |
| Mesoblast Ltd MSB | 1.18 | 0.02 | 1.73% |
| Qantas Airways Ltd QAN | 6.16 | 0.26 | 4.41% |
| Westpac Banking Corp WBC | 27.89 | 0.77 | 2.84% |