Pendal Australian Equity
BTA0055AU
Pendal Australian Equity BTA0055AU Strategy
This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund may also hold cash and may use derivatives.
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: September 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
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.
funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,467.30 | 13.40 | 0.16% |
| CAC 40 | 7,497.54 | 5.74 | -0.08% |
| DAX 40 | 19,463.59 | 20.59 | 0.11% |
| Dow JONES (US) | 42,114.40 | 259.96 | -0.61% |
| FTSE 100 | 8,248.84 | 20.54 | -0.25% |
| HKSE | 20,590.15 | 100.53 | 0.49% |
| NASDAQ | 18,518.61 | 103.12 | 0.56% |
| Nikkei 225 | 37,913.92 | 229.37 | -0.60% |
| NZX 50 Index | 12,771.61 | 42.46 | -0.33% |
| S&P 500 | 5,808.12 | 1.74 | -0.03% |
| S&P/ASX 200 | 8,211.30 | 5.00 | 0.06% |
| SSE Composite Index | 3,299.70 | 19.44 | 0.59% |