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| Fund Overview | The Fund may invest in securities expected to be listed on the ASX within 12 months. The Fund may also invest in securities listed, or expected to be listed, on other exchanged where such securities relate to ASX-listed securities |
| Manager Comments | Bennelong noted the sell-down in the December quarter was particularly brutal for smaller cap stocks, however, the recovery since has been just as powerful. They are pleased with how the portfolio performed over the month with most stocks reporting strong numbers and positive full year guidance upgrades or outlook statements. In CY19, the best performers have been technology companies Nearmap, Audinate and Braavura Solution. Bennelong believe that, in general, the sector offers opportunities for strong long-term growth - often structural rather than reliant on cyclical factors. They noted that, importantly, this growth becomes ever more valuable in a low-growth environment. |
| More Information |
