December, 2020
The Fund outperformed the benchmark by 0.08% (pre-fee) in December. Financials, industrials, infrastructure and utilities drove the performance. Activity during the month included increasing exposure to domestic financials funded out of cash.
File: https://commentary.quantreports.net/wp-content/uploads/2021/01/163562179.pdfticker: WFS0377AU
release_schedule: Monthly
commentary_block: Array
factsheet_url:
https://investmentcentre.moneymanagement.com.au/factsheets/mi/ltb1/pendal-enhanced-cash
Right sidebar -> Quick Links -> Provider’s own factsheet
https://www.pendalgroup.com/products/pendal-short-term-income-securities-fund
manager_contact_details: Array
asset_class: Fixed Income
asset_category: Australian Short Term Fixed Interest
peer_benchmark: Fixed Income - Australian Short Term Index
broad_market_index: Australian Bond Bank 0+Y Index
structure: Managed Fund
fund_features:
Pendal Short Term Income Securities aims to provide a return (before fees, costs and taxes) that exceeds the Bloomberg AusBond Bank Bill Index. This Fund is designed for investors who want capital stability, regular income and low variability of returns.
- The Fund invests in a combination of short-term money market instruments and medium-term floating and fixed rate securities. These may include direct or indirect holdings of government, bank, corporate, asset backed and other securities.
- Aims to maintain capital stability through limited exposure to interest rate movements and prudent credit management.
- Invests in short term and medium-term securities that are investment grade3.
- Manager Address : Level 14, The Chifley Tower 2 Chifley Square, Sydney NSW 2000, Australia
- Phone : +612 9220 2000
- Website : https://www.pendalgroup.com/
- Contact Page : https://www.pendalgroup.com/contact/