Pendal Sustainable Australian Fixed Interest Fund
The future is worth investing in
We’re constantly inspired by the role financial advisers play in our community.
These moving stories highlight how critical they are in creating a better world for all of us.
– Richard Brandweiner, Chief Executive, Australia, Pendal Group
Adviser Sam is helping families start again
Sam Bonello from GrowUp Financial is working hard for his clients — and his community. Watch as Sam introduces us to a single mum rebuilding her life thanks to responsible investing.
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Adviser Natalee is helping house older women
Natalee Cacozza from Focus Advisory is more than a financial adviser. She’s an agent of positive change. Here Natalee shows us how investment in affordable housing changed a woman’s life.
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Adviser Louise is helping turn lives around
Louise Rottier from Millennium Wealth is improving the lives of vulnerable Australians as well as her clients. Louise’s meets a woman who turned her life around thanks to responsible investing.
Watch the videoAdvisers explain how they’re helping make the world better
Peter Foley
Thirdview Financial Planning
Victoria Lindores
Koda Capital
Rob Baker
BB Wealth Management
Natalee Cacozza
Focus Advisory
Louise Rottier
Millennium Wealth
Sam Bonello
GrowUp Financial
Samuel Fenning
Advise Wise
More stories from advisers invested in making a better world
2020 stories: How advisers
helped clients during Covid
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2019 stories: Advisers share
how they go above and beyond
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The future is worth investing in
Pendal Group is an independent global investment manager focused on delivering superior investment returns for clients through active management.
Pendal manages $124.9 billion in Funds Under Management (at March 31, 2022) through Pendal (Australia), J O Hambro (Europe, UK and Asia), JOHCM USA and Thompson, Siegel & Walmsley (US).
Pendal operates a multi-boutique style business across a global marketplace through a meritocratic, investment-led culture. Our experienced, long-tenured fund managers have the autonomy to offer a broad range of investment strategies with high conviction. Our investment philosophy fosters success from a diversity of insights and approaches.
Contact a Pendal representative Hear from our portfolio managers