Global Operating Review

Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management.

Who we are
Markets: A Year in Review

Corporate Sustainability Report

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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%


Fixed Income9%


Hover each segment to see figures


UK, Europe and Asia25%


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


of FUM over
one year


of FUM over
three years


of FUM over
five years


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