Pendal Global Select Z
PDL1157AU
Pendal Global Select Z PDL1157AU Strategy
The Fund is designed for investors who want the potential for long-term capital growth from a concentrated portfolio of listed global equities, with an investment timeframe of 5 years or greater and are prepared to accept higher variability of returns. The Fund’s strategy is based on a belief that stock markets are inefficient and aim to exploit market anomalies via an investment process that combines both top-down and bottom-up research.
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
Future Focus: In defence of managed funds
Some people disagree with my use of managed funds. Here’s my response.
funds
Listed Investment Companies monthly performance: January 2025
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 | 8,055.30 | 34.60 | -0.43% |
CAC 40 | 8,176.84 | 62.27 | 0.77% |
DAX 40 | 23,293.59 | 87.11 | -0.37% |
Dow JONES (US) | 41,908.68 | 327.37 | 0.79% |
FTSE 100 | 8,712.59 | 7.36 | 0.08% |
HKSE | 24,771.14 | 30.57 | 0.12% |
NASDAQ | 17,704.05 | 199.94 | 1.14% |
Nikkei 225 | 37,751.88 | 93.54 | -0.25% |
NZX 50 Index | 12,045.93 | 120.21 | -0.99% |
S&P 500 | 5,663.57 | 48.91 | 0.87% |
S&P/ASX 200 | 7,828.30 | 32.10 | -0.41% |
SSE Composite Index | 3,426.43 | 3.33 | -0.10% |