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10 Jan 2013 - Performance Report: Bennelong Long Short Equity Fund

By: Australian Fund Monitors
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Report Date07 January 2013
ManagerBennelong Group
Fund NameBennelong Long Short Equity Fund
StrategyEquity Market Neutral
Latest Return DateDecember 2012
Latest Return0.89%
Latest 6 Months0.07%
Latest 12 Months9.20%
Latest 24 Months31.69%
Annualised Since Inception20.13%
Inception Date01 January 2003
FUM (millions)AU$292.8
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 CommentsThe Bennelong Long Short Equity Fund delivered a 0.89% return in December bringing the 2012 return to 9.20%. Exposure in Consumer Discretionary, Health Care and Materials generated positive returns offset by negative returns in Financials, Industrials and REITS.
More Information» View detailed profile of this fund

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