BENNELONG KARDINIA ABSOLUTE RETURN FUND
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The Fund is long biased, research driven, active equity long/short strategy investing in listed ASX companies with an nine year track record.
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The Fund has significantly outperformed the ASX200 Accumulation Index since its inception in April 2006 and also has significantly lower risk KPI's. The Fund has an annualised return of 12.70% p.a. with a volatility of 7.32%, compared to the ASX200 Accumulation's return of 4.93% p.a. with volatility of 14.19%.
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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 Bennelong Funds Management provide infrastructure, operational, compliance and distribution capabilities.
For further details on the Fund, please do not hesitate to
contact us.
Fund Review: Bennelong Kardinia Absolute Return Fund June 2015