Pendal
FY20 Overview
Diversification underpins business resilience
- Cash NPAT of $146.8 million
- Base management fees of $458.1 million
- Positive flows in Institutional and US wholesale channels
Improved investment performance
-
72 per cent of FUM outperformed over one year
-
Strong performance in global and Australian equities, cash and fixed income
-
Performance fees of $13.4 million
Investment for the markets of tomorrow
-
Onboarded new investment team
-
Launched new products
-
Realigned distribution model with regional leadership
-
Invested in technology enabled global operating platform
Hover each segment to see figures
Australian Equities18%
Global equities37%
UK & European equities12%
Asian & EM equities7%
Cash13%
Fixed Income9%
Multi-Asset4%
Hover each segment to see figures
Australia47%
UK, Europe and Asia25%
USA28%
| Average FUM | $94.8 billion |
| Cash NPAT | $146.8 million |
| Cash EPS | 45.5 cents per share |
| Fee revenue | $474.8 million |
| Dividend | 37.0 cents per share |
Investment outperformance1
72%
of FUM over
one year
71%
of FUM over
three years
70%
of FUM over
five years
88%
of FUM
since inception
1 Fund performance is pre-fee, pre-tax and relative to the fund benchmark; % of FUM outperformed relates to FUM with sufficient track record only