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Pendal Active High Growth - Managed Fund

Fund Objective
This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept higher variability of returns. The Fund invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a significant weighting towards growth assets.
Fund Strategy
This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept higher variability of returns. The Fund invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a significant weighting towards growth assets.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.83% 0.39% 3.43% 6.17% 10.46% 10.22% 8.72% -%
Growth return 0.45% 1.12% 1.09% -2.24% -2.91% 0.58% -0.12% -%
Income return 0.38% -0.73% 2.34% 8.41% 13.37% 9.64% 8.84% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.45% 0.07% 5.13% 9.72% 13.75% 13.16% 10.52% 10.43%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Pendal Active High Growth
Australian Equities
36.63%
International Equities
41.61%
Cash
2.72%
Property & Infrastructure
3.79%
Fixed Interest
3.69%
Alternatives
11.56%
Average Allocation of Peers
Australian Equities
34.88%
International Equities
47.85%
Cash
2.15%
Property & Infrastructure
4.99%
Fixed Interest
5.62%
Alternatives
4.52%

General Information

Fund Details
Type Description
Pendal Active High Growth
BT Investment Management Ltd
BTA0488AU
Multisector Aggressive
starstar (as at 31 Jan 2026)
Investment Fund
2 Mar 2016
$24172783 million (as at 31 Jan 2026)
$1.0571 (as at 13 Feb 2026)
$1.0531 (as at 13 Feb 2026)
Open
Offer information
Type Description
MER 0.98% (as at 15 May 2025)
Indirect Cost Ratio (ICR) - Estimated 0.98% (as at 30 Jun 2025) (Estimated)
Minimum initial investment $500,000
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025) Type % of Portfolio
Perpetual Global Allocation Alpha 19.60%
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FAQs about the Pendal Active High Growth

The objective of the Pendal Active High Growth managed fund is This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept higher variability of returns. The Fund invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a significant weighting towards growth assets.

The strategy of the Pendal Active High Growth managed fund is This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept higher variability of returns. The Fund invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a significant weighting towards growth assets.

The APIR code of the Pendal Active High Growth managed fund is BTA0488AU.

Pendal Active High Growth’s total return last month was 0.83%. This was made up of a growth return of 0.45% and an income return of 0.38%. These returns were calculated as at 31 Jan 2026.

Pendal Active High Growth’s total return for the last three months was 0.39%. This was made up of a growth return of 1.12% and an income return of -0.73%%. These returns were calculated as at 31 Jan 2026.

Pendal Active High Growth’s one-year total return is 6.17%. This was made up of a growth return of -2.24% and an income return of 8.41%. These returns were calculated as at 31 Jan 2026.

Pendal Active High Growth’s one-year total return is 10.22%. This was made up of a growth return of 0.58% and an income return of 9.64%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Pendal Active High Growth managed fund is :

Australian Equities
36.63%
International Equities
41.61%
Cash
2.72%
Property & Infrastructure
3.79%
Fixed Interest
3.69%
Alternatives
11.56%

The Responsible Entity for the Pendal Active High Growth managed fund is BT Investment Management Ltd.

The Pendal Active High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Jan 2026, the size of the Pendal Active High Growth managed fund was $24172783 million.

The Pendal Active High Growth managed fund has an inception date of 2 Mar 2016.

The current entry price of the Pendal Active High Growth managed fund is $1.0571 per unit and the current exit price is $1.0531 per unit (as at 13 Feb 2026).

The current exit price of the Pendal Active High Growth managed fund is $1.0531 per unit and the current entry price is $1.0571 per unit (as at 13 Feb 2026).

The minimum initial investment amount for the Pendal Active High Growth managed fund is $500,000. Minimum additional investment is $0.

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.