Bennelong fund added to platforms

Bennelong fund added to platforms

The Bennelong Concentrated Australian Equities Fund has been added to both the Macquarie and BT Wrap platforms.


The fund is a high-conviction portfolio of Australian listed shares with a focus on risk-return opportunities rather than market cap, and is managed by Bennelong Australian Equity Partners.

“The high demand for BAEP’s concentrated fund reflects a proven and disciplined investment approach, and represents a genuine value-add investment option that has consistently achieved investment outperformance,” said Bennelong head of wholesale sales Jonas Daly.

The fund was launched in January 2009 and has outperformed its benchmark since inception with an average annual return of 17.49 per cent, compared with 10.18 per cent for the benchmark.

Bennelong Australian Equity Partners said it “seeks to invest in high quality and strongly growing companies whose growth prospects are underappreciated by the market”.

The addition of the Bennelong Concentrated Australian Equities Fund to Macquarie Wrap follows the inclusion of boutique equity manager Wingate’s Global Equity Fund to the platform.

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