Pendal Fund Services

Manager Overview

Originally established in 1969 as Ord-BT, Pendal is an Australian investment manager that aims to deliver superior investment returns for clients through active management. They actively manage investments in Australian equities and listed property, Australian and international fixed interest, global equities, multi-asset portfolios and alternative investments. In 2023, Pendal became part of Perpetual Limited (ASX:PPT). Through the Perpetual and Pendal brands, Barrow Hanley, J O Hambro, Regnan, Trillium and TSW, they have a presence in the US, UK and Europe.

Manager's responsible investing approach

Pendal's first dedicated product, the Pendal Sustainable Balanced Fund, was launched by the Bankers Trust group in 1984 as the BT Australia Charities Trust. Today, Pendal's suite of funds and tailored mandates aim to meet the needs of the growing number of clients interested in investing in a manner consistent with their values or interest in sustainability. Pendal's sustainable funds use exclusionary screening to avoid certain activities or industries, and poor ESG performers. It also allocates capital to companies identified as sustainability leaders or those involved in industries that contribute to social and environmental needs.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
Pendal Global Select Fund - Class RPendal Global Select Fund - Class R	A-Sort C-Sort	C-Sort B-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Pendal Horizon Sustainable Australian Share FundPendal Horizon Sustainable Australian Share Fund	A-Sort B-Sort	A-Sort B-Sort	A-Sort B-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort B-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort
Pendal Multi-Asset Target Return FundPendal Multi-Asset Target Return Fund	A-Sort C-Sort	C-Sort B-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort
Pendal Sustainable Australian Fixed Interest Fund - Class RPendal Sustainable Australian Fixed Interest Fund - Class R	A-Sort C-Sort	C-Sort B-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort
Pendal Sustainable Australian Share FundPendal Sustainable Australian Share Fund	A-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort
Regnan Credit Impact Trust FundRegnan Credit Impact Trust Fund	A-Sort C-Sort	C-Sort B-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort
Regnan Global Equity Impact Solutions Fund - Class RRegnan Global Equity Impact Solutions Fund - Class R	A-Sort C-Sort	C-Sort B-Sort	A-Sort B-Sort	A-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort

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Funds

Regnan Global Equity Impact Solutions Fund - Class R

Strategy Summary

This Fund is designed for investors who are seeking an investment in global shares with an investment timeframe of 5 years or greater and are prepared to accept higher variability of returns. The Fund will invest in shares of companies which they believe aim to generate positive, measurable social and environmental impact, alongside a financial return. The Fund will generally have less than 50 stocks and is benchmark agnostic.

Key Terms

Status:	Closed	Inception Date:	Dec 2020
Strategy:	Equity Long	Style:	Growth
Geography:	Global	Domicile:	Australia
Investors:	Wholesale & Retail	Min. Investment:	AU$25000
Mgmt. Fee:	0.9%	Perf. Fee:	0%

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Insights

8 Nov 2024 Debunking a myth about fossil fuels and... Author: Pendal Group

Exclusion of fossil fuels presents minimal challenges for sustainable bonds compared to other asset classes, writes Pendal head of credit and sustainable strategies, George Bishay.

Full Article

29 May 2024 Three big questions facing ESG investors (and how... Author: Alphinity Investment Management

Much of the confusion about ESG stems from three questions. Here Regnan senior ESG and impact analyst Murray Ackman explains the answers