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Pendal Wholesale Plus Property Secs

BTA0540AU

Pendal Wholesale Plus Property Secs BTA0540AU Strategy

The Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of Australian property securities and are prepared to accept higher variability of returns. The Underlying Fund invests in property securities including listed property trusts, developers and infrastructure investments. The Underlying Fund invests primarily in Australia but at times it may have some overseas exposure.
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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Are average returns enough to achieve your goals?

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
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Listed Investment Companies monthly performance: May 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).
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Contrasting views of investing that may both be right

Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,303.50 60.20 0.73%
CAC 40 7,570.81 9.22 -0.12%
DAX 40 18,437.30 80.73 -0.44%
Dow JONES (US) 41,168.74 214.26 0.52%
FTSE 100 8,187.46 22.56 0.28%
HKSE 17,739.41 11.43 0.06%
NASDAQ 18,036.94 472.40 -2.55%
Nikkei 225 41,097.69 177.39 -0.43%
NZX 50 Index 12,292.03 107.54 0.88%
S&P 500 5,592.79 74.41 -1.31%
S&P/ASX 200 8,057.90 58.60 0.73%
SSE Composite Index 2,962.85 13.45 -0.45%

Market Movers

Name
Last price
Change
% Change
Droneshield Ltd DRO 1.83 0.19 -9.41%
Sayona Mining Ltd SYA 0.03 0.00 0.00%
Core Lithium Ltd CXO 0.11 0.00 0.00%
Red 5 Ltd RED 0.42 0.00 0.00%
Telstra Group Ltd TLS 3.88 0.05 1.31%
4DS Memory Ltd 4DS 0.10 0.01 8.89%
Mirvac Group MGR 2.12 0.00 0.00%
Pilbara Minerals Ltd PLS 3.02 0.02 0.67%
Resolute Mining Ltd RSG 0.67 0.01 0.76%
Evolution Mining Ltd EVN 3.98 0.06 1.53%