Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Close

Pendal Midcap Fund (0P0000G8AT)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
1.891 +0.020    +1.07%
03/05 - Delayed Data. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: N/A
Type:  Fund
Market:  Australia
Issuer:  BT Financial Group Ltd
ISIN:  AU60BTA03132 
Asset Class:  Equity
BT Wholesale MidCap Fund 1.891 +0.020 +1.07%

0P0000G8AT Overview

 
On this page you'll find an in-depth profile of Pendal Midcap Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000G8AT among other information.
Category

Equity Australia Mid/Small Blend

Total Assets

Expenses

Inception Date

Jul 01, 2008

Investment Strategy

This Fund is designed for investors who want the potential for long term capital growth and tax effective income from a portfolio of primarily 40-60 Australian mid cap shares and are prepared to accept higher variability of returns. Pendal defines the mid cap universe to include companies ranked between 51 and 150 of the S&P/ASX 200 Index. The Fund may also invest in equivalent companies listed on the New Zealand Stock Exchange, hold cash and may use derivatives.

Contact Information

Address Sydney NSW 2000
Sydney,NSW 2000
Australia
Phone +61 02 9220 2000
Fax +61 02 9220 2305

Top Executives

Name Title Since Until
Brenton Saunders Portfolio Manager 2022 Now
Biography "Brenton joined BT Investment Management, now Pendal Group, in May 2013 as an Investment Analyst in the Equity Strategies boutique. In this role he covers Large and Small Cap mining companies, and is Portfolio Manager of the Pendal Natural Resources Fund. Brenton has over 25 years' experience in natural resource analysis and investment management. His areas of specialist expertise include mining and resources investment research and fund management, precious metals and derivatives trading and analysis, investment banking and private equity. Since relocating to Australia from South Africa in 2008 he has held roles in Resources Fund Management as Portfolio Manager/Co-Head at Macquarie and, most recently, at Taurus Funds Management as Portfolio Manager/Director. In South Africa, Brenton worked as a Mine Geologist, and in analyst and portfolio manager roles at JP Morgan, Deutsche Bank and Craton Capital. He also held an executive position at Harmony Gold. Brenton holds a Bachelor of Science (Hons) in Geology and a Master of Science from University of Johannesburg. He is a member of the CFA Institute and previously served as a member of and consultant to the International Accounting Standards Board (IASB) – Extractive Industries Work Group."
Andrew Waddington - 2008 2022
Biography Andrew joined Rothschild Australia Asset Management, which later became part of BT Financial Group and is now Pendal Group, as an analyst in the Australian Equities team in 1998. Andrew manages our range of Midcap and Tax Effective funds and co-manages our imputation funds. Prior to 1998, Andrew worked for BT Funds Management for eight years as an analyst for North American Equities and currency management. He also gained experience in settlements, dealing and analyst roles within companies such as Prudential Bache Capital Funding (London). Andrew holds a Bachelor of Economics from the University of New England and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000G8AT Comments

Write your thoughts about Pendal Midcap Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email