| Report Date | 11 July 2011 |
| Manager | Bennelong Group |
| Fund Name | Bennelong Securities Long Short Equity Fund |
| Strategy | Equity Market Neutral |
| Latest Return Date | June 2011 |
| Latest Return | 4.12% |
| Latest 6 Months | 16.10% |
| Latest 12 Months | 26.46% |
| Latest 24 Months | 51.06% |
| Annualised Since Inception | 23.04% |
| Inception Date | 01 January 2003 |
| FUM (millions) | AU$223 |
| Fund Overview | Bennelong 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 Comments | Bennelong produced another strong result in spite of an overall negative market to return over 4% for the month, taking 12 month performance to a gain of over 26%.
60% of the Fund's pairs produced a positive return, with performance skewed to the short portfolio which produced 150% of the net return as analysts downgraded earnings on a number of the portfolio's short positions.
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| More Information | » View detailed profile of this fund |
