27 Jan 2015 - Fund Review: Bennelong Kardinia Absolute Return Fund Dec 2014

By: Australian Fund Monitors

BENNELONG KARDINIA ABSOLUTE RETURN FUND

Attached is our most recently updated Fund Review. You are also able to view the Fund's Profile.

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The Fund is long biased, research driven, active equity long/short strategy investing in listed ASX companies with an eight year track record.

The Fund has significantly outperformed the ASX200 Accumulation Index since its inception in April 2006 and also has significantly lower risk KPI's. The Bennelong Kardinia Absolute Return Fund returned 1.53% in December 2014 compared to the ASX200 Accumulation's return of 0.21%. Since inception the fund has volatility of 4.17% pa, compared to the ASX200 Accumulation's 10.95%.

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

Australian Fund Monitors

Attached Files:

Bennelong Kardinia Absolute Return Fund - dec 2014 fund review (pdf format)

Fund Monitors Pty Ltd

27 Jan 2015 - Fund Review: Bennelong Kardinia Absolute Return Fund Dec 2014