Sustainable Shares Report.pdf

Factsheet_PenSusFut.pdf
Preview of Sustainable Shares Report
🔗 Source: bt.com.au
📊 Size: 1.04 MB
📄 Pages: 2 pages
⬇️ Downloads: 154

Summary

Pendal Sustainable Future Australian Shares Portfolio overview:
APIR Code WFS7406AU,
investment manager Pendal Institutional Limited,
asset class Australian Shares,
style Active,
benchmark index S&P/ASX 300 Total Return Index,
31 assets,
objective to deliver outperformance relative to benchmark before fees over 5 years by investing in companies with leading financial, ethical, and sustainability characteristics.
Minimum investment $25,000,
management fees 0.7000% pa,
performance fees 0.00% pa,
transaction costs 0.05% pa.
Performance:
portfolio return -3.23% for 1 month, 0.77% for 3 months, 9.03% for 6 months, 14.17% for 1 year, 6.86% for 3 years, 9.09% for 5 years.
Top 10 holdings:
CSL Ltd 9.56%,
Commonwealth Bank of Australia 8.31%,
Rio Tinto Ltd 6.33%,
Telstra Group Ltd 6.28%,
Westpac Banking Corp 5.64%,
National Australia Bank Ltd 5.34%,
Xero Ltd 5.25%,
Qantas Airways Ltd 3.98%,
Macquarie Group Ltd 3.94%,
Suncorp Group Ltd 3.69%.

Description

Pendal Sustainable Future Australian Shares Portfolio overview:
APIR Code WFS7406AU,
investment manager Pendal Institutional Limited,
asset class Australian...

Technical Information

  • File Format: PDF
  • File Size: 1.04 MB
  • Pages: 2
  • Language: EN
  • Total Downloads: 154
  • Last Updated: 1 month ago

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