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0.754
-0.007
-0.96%
- Morningstar Rating:
- Total Assets: 20.7M
BT Wholesale Geared Imputation Fund
0.754
-0.007
-0.96%
- Overview
- Profile
- Historical Data
- Holdings
Pendal Geared Imputation Fund Overview
On this page you'll find an in-depth profile of Pendal Geared Imputation Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00007EG4 among other information.
Investment Strategy
This Fund is designed for experienced investors who want the potential for long-term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept high variability of returns. The Fund will primarily invest in a geared portfolio of Australian shares, including Australian listed property securities and convertible preference shares that offer above average income returns. The Fund may also hold cash and may use derivatives.
Contact Information
Address
Sydney NSW 2000
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
+61 02 9220 2000
Fax
+61 02 9220 2305
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Oliver Renton | - | 2022 | Now |
| Biography | "Oliver joined the funds management business of BT Financial Group, now Pendal Group, in February 2004. Oliver is focused on analysis of healthcare, energy, utilities, refining, technology and education. Oliver initially joined the company under a graduate development program, during which time he performed a range of roles across the business before the appointment to his current role. Oliver holds a Bachelor of Commerce Degree (Finance and Financial Economics) from the University of New South Wales. Oliver was awarded the Australian Institute of Banking and Finance Award in his final year of university. Oliver is a CFA Charterholder." | ||
| Jim Taylor | Portfolio Manager | 2003 | Now |
| Biography | Jim joined the funds management business of BT Financial Group, now Pendal Group, in August 2007. Jim manages Australian equity long-only mandates and a Long/Short fund in addition to comanaging the Imputation and Geared Imputation funds. Previously, Jim was at Colonial First State where he was the portfolio manager for the Leaders Fund (a top 100 concentrated fund) as well as running the Geared Share Fund and a concentrated Trans Tasman Fund. Prior to Colonial, Jim spent eight years at BT Funds Management where he covered a large number of sectors of the Australian market as well the insurance and media sectors of the U.S. market for the international equities team. Prior to this, Jim worked at Arthur Andersen for four years in various roles within the audit and advisory and corporate finance divisions. | ||
| Andrew Waddington | - | 2003 | 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. | ||
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