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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Barrow Hanley Concentrated Global Shares No.2 RFA0821AU starstarstar Equity World Large Value 2.81% 8.53% 11.79%
Barrow Hanley Concentrated Global Shares No.3 BTA0056AU starstarstar Equity World Large Value 2.80% 8.54% 11.71%
Pendal Australian Equity BTA0055AU starstarstar Equity Australia Large Blend -0.69% 3.19% 9.22%
Pendal Australian Long/Short RFA0064AU starstarstarstar Equity Australia Large Blend 0.05% 5.09% 9.23%
Pendal Australian Share RFA0818AU starstarstar Equity Australia Large Blend -0.68% 3.16% 9.19%
Pendal Credit Income Fund RFA0065AU starstarstarstar Unconstrained Fixed Income -0.40% 5.02% 5.92%
Pendal Dynamic Income BTA8657AU starstarstarstarstar Bonds - Australia 0.37% 5.57% 6.04%
Pendal Dynamic Income Trust BTA3816AU starstarstarstarstar Bonds - Australia 0.49% 6.14% 6.61%
Pendal Dynamic Income Wholesale PDL7550AU starstarstarstarstar Bonds - Australia 0.41% 5.77% 6.42%
Pendal Fixed Interest RFA0813AU starstarstar Bonds - Australia -1.27% 3.46% 3.04%
Pendal Focus Australian Equities PDL0422AU starstarstarstar Equity Australia Large Blend -0.29% 3.82% 9.94%
Pendal Focus Australian Share RFA0059AU starstarstarstar Equity Australia Large Blend -0.35% 3.59% 9.71%
Pendal Global Emerging Markets Opportunities - Wholesale BTA0419AU starstarstarstar Equity Emerging Markets 6.01% 29.81% 17.01%
Pendal Global Property Securities RFA0051AU starstarstar Equity Global Real Estate 3.50% 7.61% 4.56%
Pendal Global Select R PDL6767AU starstarstar Equity World Large Growth -2.87% -1.08% 13.30%
Pendal Global Select Wholesale PDL4472AU starstarstar Equity World Large Growth -2.75% -0.76% 13.90%
Pendal Government Bond BTA0111AU starstarstar Bonds - Australia -1.51% 3.10% 2.69%
Pendal Horizon Sustainable Australian Shares RFA0025AU starstarstar Equity Australia Large Blend -1.33% 7.08% 11.30%
Pendal Imputation RFA0103AU starstarstar Equity Australia Large Blend -0.71% 4.89% 8.60%
Pendal Managed Cash WFS0245AU starstarstar Australian Cash 0.92% 3.95% 4.19%
Pendal MicroCap Opportunities RFA0061AU starstarstarstarstar Equity Australia Mid/Small Blend 2.19% 24.35% 20.37%
Pendal MidCap BTA0313AU starstarstarstar Equity Australia Mid/Small Blend -1.20% 20.98% 12.91%
Pendal Monthly Income Plus BTA0318AU starstarstarstar Multisector Conservative -0.15% 4.34% 5.68%
Pendal Property Investment RFA0817AU starstarstarstar Equity Australia Real Estate -4.13% 2.52% 11.23%
Pendal Property Securities BTA0061AU starstarstarstarstar Equity Australia Real Estate -4.12% 2.54% 11.25%

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.