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Pendal Monthly Income Plus Fund (0P0000ND6F)

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1.054 -0.001    -0.14%
20/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  BT Financial Group Ltd
ISIN:  AU60BTA03181 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
BT Wholesale Monthly Income Plus Fund 1.054 -0.001 -0.14%

Pendal Monthly Income Plus Fund Overview

 
On this page you'll find an in-depth profile of Pendal Monthly Income Plus Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000ND6F among other information.
Category

Multisector Conservative

Total Assets

Expenses

Inception Date

Jul 01, 2009

Investment Strategy

This option is designed for investors who want the potential for regular income and some long-term capital growth. The option invests in a number of income generating strategies across the fixed interest, shares and cash asset classes. Pendal’s investment process is designed to provide a flexible approach to asset allocation. This is aimed at preserving capital and minimising the occurrence of adverse income outcomes.

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
Amy Xie Patrick - 2021 Now
Biography Amy joined Pendal Group (formerly BT Investment Management) in February 2017 to focus on emerging markets and global credit indices. Amy is a Multi-Asset Fixed Income Fund Manager with extensive experience and expertise in emerging markets, global high yield, and investment grade credit. Amy joined Pendal Group from F&C Asset Management in London where she managed the firm’s High Income Bond Fund. Her prior experience includes roles at Thames River Capital and Citigroup Global Markets. Amy holds an honours degree in Economics from Cambridge University.
Vimal Gor - 2011 2021
Biography With the goal of building the most defensive line of funds in Australia, Vimal oversees A$19 billion invested across Income, Composite, Pure Alpha, Global and Australian Government strategies. Vimal is responsible for setting the strategy, processes and risk management for both the boutique and all funds managed within it. Prior to Pendal Group (formerly BT Investment Management), Vimal was responsible for sovereign global bond portfolios at Aviva Investors, where he was the lead fund manager for Global Aggregate Bond Funds. He has previously worked with Scottish Mutual and Murray Johnstone. Graduating with First Class Honours, Vimal obtained his Bachelor of Science Degree (Economics and Computer Science) from Salford University.
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