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Cfs Fc W Pen-pendal Sustain Balanced (LP65001566)

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3.621 +0.010    +0.33%
30/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 48.89M
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05576 
Asset Class:  Equity
CFS FC W Pen-BT W Active Balanced 3.621 +0.010 +0.33%

LP65001566 Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-pendal Sustain Balanced. Learn about the key management, total assets, investment strategy and contact information of LP65001566 among other information.
Category

Multisector Growth

Total Assets

48.89M

Expenses

Inception Date

Jul 12, 2004

Investment Strategy

The option is an actively managed diversified portfolio that invests in Australian and global shares, Australian and global listed property securities, Australian and global fixed interest, cash and alternatives. The option has a higher weighting towards growth assets than to defensive assets. This option may hedge a portion of its currency exposure. Derivatives may be used in managing the option. Important information on emerging markets risk is provided on page 5.

Contact Information

Address 201 Sussex Street
Sydney,NSW 2000
Australia
Phone +61 2 93782000
Fax +61 02 9118 7192

Top Executives

Name Title Since Until
Michael Blayney - 2017 Now
Biography Michael joined Pendal Group (formerly BT Investment Management) in August 2017 and leads the Multi-Asset Investments team. Michael has over 21 years’ investment management and consulting experience and joined Pendal from First State Super, where he was Head of Investment Strategy since January 2014. In this role, Michael was responsible for the establishment of an active asset allocation process and led the Fund’s Investment Strategy Team. Prior to this appointment, Michael was Head of Diversified Strategies at Perpetual for over five years, with portfolio management responsibilities for the manager’s range of diversified funds. Michael’s prior experience includes over 10 years in consulting roles at Watson Wyatt (now Willis Towers Watson) and NSP Buck. Michael is a qualified actuary and holds a Bachelor of Laws (Hons) and a Bachelor of Science from the University of Queensland.
Alan Polley - 2017 Now
Biography Alan joined Pendal Group (formerly BT Investment Management) in February 2017, with extensive investment management and consulting experience. Prior to joining the company, Alan was Senior Manager, Model Portfolios and Risk Research at TCorp, with responsibility for portfolio management of over $40 billion in defined benefit and insurance multi-asset portfolios, developing TCorp's strategic and dynamic asset allocation processes covering $80 billion in assets, and liquid alternative manager research. Alan’s prior experience includes six years at AMP Capital in portfolio management and quantitative analysis roles. His most recent role at AMP Capital was a Portfolio Manager/Analyst within the quantitative equites team running and developing the quantitative process across Australian and Asian equities in long only and long/short form. Alan joined AMP Capital as a Quantitative Risk Analyst within the Investment Risk Team that worked to tailor and develop bespoke risk models and analytics for the various internal investment teams, as well as whole of business investment risk analysis. Alan started his career at Mercer Investment Consulting, where he was an investment consultant to some of the largest institutional clients in Australia providing investment advice as well as being actively involved in strategic and manager research functions. Alan has a Masters of Quantitative Finance, Bachelor of Business (Finance) and Bachelor of Science (Applied Physics) from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investment from FINSIA, and is a CFA Charterholder.
Stuart Eliot - 2009 2022
Biography As Head of Portfolio Management for AMP Investments, Stuart Eliot brings more than 30 years of diverse financial markets experience to the stewardship of our client’s funds. Before joining AMP he spent 12 years with Pendal Group where he was Senior Portfolio Manager, Multi-Asset Investments since 2016, and previously Portfolio Manager, Diversified Funds since 2009. In these roles Stuart was responsible for strategic and dynamic asset allocation, portfolio management and investment research, including a strong focus on responsible investing. Prior to joining Pendal, he held senior investment banking, trading and quantitative research roles, encompassing multiple asset classes, at several leading investment banks. Stuart holds a BCom (Actuarial Studies) from Macquarie University.
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