The Point: Professional investing in Australia with PerpetualThe Point: Professional investing in Australia with Perpetual

Steve Campbell: How active cash management can add value to portfolios

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Cash and short-duration assets are playing an increasingly important role in diversified portfolios. 

With inflation still above target and policy settings remaining tight, Pendal head of cash strategies Steve Campbell explains how cash can offer liquidity, capital preservation and a more attractive income profile than in previous years. 

In this video podcast, Steve also discusses how active management across yield curve and credit exposures can help investors capture opportunities in a fast-moving rate environment. 

Listen to the full podcast.

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Learn more about Pendal Managed Cash Fund

Learn more about Pendal

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This podcast has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.

The product disclosure statement (PDS) for the Pendal Managed Cash Fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in this Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com.

The information memorandum for the Pendal Stable Cash Plus Fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in this Fund. A copy of the information memorandum can be obtained by calling 1300 346 821. This Fund is only available to investors with a minimum investment of $500,000.

The Pendal Managed Cash Fund and Pendal Stable Cash Plus Fund aim to maintain a stable $1.00 unit price. However, the value of units in the Funds is not guaranteed.

To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. All investing involves risk including the possible loss of principal.

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The Point: Professional investing in Australia with Perpetual

Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Bar 
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