Pendal Group runs 7 funds available to UK investors on Funds Benchmark, with £6.7B in combined assets under management. The book is concentrated in Equity (3 funds), Bond (3 funds), Money Market (1 fund). The average ongoing charge (OCF) across the range is 0.01% — competitive for actively-managed funds.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity Global
Pendal Global Emerging Markets Opportunities-WS
AU60BTA04197
|
+41.3% | £338M | 0.01% |
| 2 |
Bond Australia
Pendal Short Term Income Securities
AU60WFS03774
|
+16.4% | £1.2B | 0.00% |
| 3 |
Bond Australia
Pendal Stable Cash Plus
AU60BTA04593
|
+16.4% | £1.7B | 0.00% |
| 4 |
Equity Australia
Pendal Focus Australian Share
AU60RFA00596
|
+13.2% | £2.5B | 0.01% |
| 5 |
Bond Australia
Pendal Sustainable Australian Fixed Interest
AU60BTA05079
|
+13.1% | £933M | 0.00% |
| 6 |
Money Market Australia
Pendal Institutional Money Market
AU60BTA01193
|
— | £36M | — |
| 7 |
Equity Australia
Pendal Balanced Equity Income
AU60BTA04288
|
— | £27M | — |
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We list 7 Pendal Group funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Pendal Group's largest exposure is in Equity alongside 2 other asset classes . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Pendal Group fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
Across the Pendal Group retail share classes we cover, the average ongoing charge (OCF) is 0.01%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Pendal Group fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.