Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2026
Printed: 20 September 2026 7:31 AM

10 May 2011 - Performance Report: Bennelong Securities Long Short Equity Fund

By: Australian Fund Monitors
Copy Article Link

Report Date09 May 2011
ManagerBennelong Group
Fund NameBennelong Securities Long Short Equity Fund
StrategyEquity Market Neutral
Latest Return DateApril 2011
Latest Return2.34%
Latest 6 Months15.33%
Latest 12 Months25.08%
Latest 24 Months29.03%
Annualised Since Inception22.51%
Inception Date01 January 2003
FUM (millions)AU$182
Fund OverviewBennelong Long Short Equity Management applies a qualitative stock selection process to construct a diversified portfolio of paired securities based on relative value. The Bennelong Long Short Equity Management strategy invests primarily in the S&P/ASX 100 and is dollar neutral at cost.
Manager CommentsBennelong reported a solid month assisted by merger and acquisition activity on the long portfolio and several sharp outperformances in the short portfolio. detracting from performance was a rotation against pairs in the health care sector, while the short portfolio delivered 175% of total return.

Looking forward Bennelong expect the markets to be in for a volatile period over the next few months as central banks tend towards tightening monetary policy, the impending uncertainty associated with the end of QE2, and recent evidence of a softening in economic activity in developing countries. As a result of these factors and evidence of the unwinding of several crowded trades, Bennelong remain cautious at the macro level and on the local corporate outlook.
More Information» View detailed profile of this fund

Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: contact@fundmonitors.com
Live chat