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.
Read more:
Centuria Capital Group announces capital raise
OneVue hires former Yellow Brick Road CEO
Don't panic sell bonds, warns Vanguard
The COVID crisis has revealed how central banks have amplified wealth inequality in recent years, according to Schroders, with its head of A...
Australia has seen another drop in unemployment ahead of the removal of JobKeeper. ...
Joe Biden has been sworn in as President of the US and signalled that the superpower will retake its leading role in the climate debate. ...