asset_category: 41-60% Growth Assets - Diversified
peer_benchmark: Multi-Asset - 41-60% Diversified Index
broad_market_index: Multi-Asset Balanced Investor Index
manager_contact_details: Array
ticker: BTA0806AU
release_schedule: NO COMMENTARY
commentary_block:
factsheet_url:
fund_features:
Pendal Balanced Returns Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium to long term. This Fund 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.
- Invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments.
- The Fund may also use derivatives.
- The Fund has a higher weighting towards growth assets than defensive assets.
structure: Managed Fund