BENNELONG KARDINIA ABSOLUTE RETURN FUND
The Fund is long biased, research driven, active equity long/short strategy investing in listed ASX companies with an eight year track record.
Bennelong's Kardinia Long/Short equity fund returned -2.12% in December 2013, taking returns for the year to 9.91%, broadly in line with annualised returns since inception of 13.72%. By month end the Fund's net exposure to 38.5%, based on 64.3% long, and 25.8% short.
The Fund also has a strong focus on capital protection in negative markets. Portfolio Managers Mark Burgess and Kristiaan Rehder have significant market experience, while the Bennelong Group provide infrastructure, operational, compliance and distribution capabilities.
For further details on the Fund, please do not hesitate to
contact us.
Sean Webster
Research Manager
Fund Review: Bennelong Kardinia Absolute Return Fund (pdf format)
