Morningstar Investor users sign in here.

Pendal Wholesale Plus Active Moderate

WFS0860AU

Pendal Wholesale Plus Active Moderate WFS0860AU Strategy

The Fund invests in the Underlying Fund, which 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 Underlying Fund invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Underlying Fund may also 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

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

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).
funds

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) 41,158.51 204.03 0.50%
FTSE 100 8,187.46 22.56 0.28%
HKSE 17,739.41 11.43 0.06%
NASDAQ 18,024.75 484.59 -2.62%
Nikkei 225 41,097.69 177.39 -0.43%
NZX 50 Index 12,292.03 107.54 0.88%
S&P 500 5,593.69 73.51 -1.30%
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%