Pendal Wholesale Plus Fixed Interest
BTA0547AU
Pendal Wholesale Plus Fixed Interest BTA0547AU Strategy
This Fund is designed for investors who want income, diversification across a broad range of cash and fixed interest securities and are prepared to accept some variability of returns. The Fund aims to take advantage of investment opportunities primarily within the Australian fixed interest market by investing in a combination of Commonwealth-government, semi-government and corporate debt and short-term money market securities. The Fund may also invest tactically in international fixed interest markets.
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
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,747.60 | 32.70 | -0.37% |
CAC 40 | 8,006.22 | 33.19 | 0.42% |
DAX 40 | 21,911.74 | 124.74 | 0.57% |
Dow JONES (US) | 44,444.30 | 140.90 | 0.32% |
FTSE 100 | 8,767.80 | 67.27 | 0.77% |
HKSE | 21,521.98 | 388.44 | 1.84% |
NASDAQ | 19,733.71 | 210.31 | 1.08% |
Nikkei 225 | 38,801.17 | 14.15 | 0.04% |
NZX 50 Index | 12,876.35 | 25.84 | -0.20% |
S&P 500 | 6,068.40 | 42.41 | 0.70% |
S&P/ASX 200 | 8,482.80 | 28.60 | -0.34% |
SSE Composite Index | 3,322.17 | 18.50 | 0.56% |