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| Fund Name | |
| Strategy | |
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| Latest Return | |
| Latest 6 Months | |
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| Latest 24 Months | |
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| FUM (millions) | |
| Fund Overview | The Bennelong Australian Equities Fund seeks quality investment opportunities which are under-appreciated and have the potential to deliver positive earnings. The investment process combines bottom-up fundamental analysis with proprietary investment tools that are used to build and maintain high quality portfolios that are risk aware. The investment team manages an extensive company/industry contact program which helps identify and verify various investment opportunities. The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Index. The Fund may invest in securities listed on other exchanges where such securities relate to the ASX-listed securities. The Fund typically holds between 25-60 stocks with a maximum net targeted position of an individual stock of 6%. |
| Manager Comments | The Fund benefited from strong performances from some of the largest positions, including CSL, Treasury Wine Estates, and Resource stocks Rio Tinto, BHP and Fortescue Metals Group. On the other hand, the Fund's position in Domino's Pizza Enterprises detracted from performance. The investment team continues to remain focused on the company fundamentals, particularly in an environment of macro and political uncertainty. |
| More Information |
