Our funds

BAEP manages five Australian equities funds in accordance with its robust, disciplined and proven investment philosophy and process.

Bennelong Australian Equities Fund

Provides exposure across the entire spectrum of the Australian market, predominantly with a focus on the S&P/ASX 300 Index.  The fund is managed by BAEP in accordance with a quality Australian all-caps equities strategy.

Bennelong Twenty20 Australian Equities Fund

Provides a low-cost exposure to the S&P/ASX 300 universe, through a combination of an indexed position in the S&P/ASX 20 and an actively managed investment in ex-20 stocks. While providing exposure to the largest valued stocks, it also provides access to BAEP’s successful ex-20 strategy.

Bennelong Concentrated Australian Equities Fund

Provides exposure across the entire spectrum of the Australian market, including within the S&P/ASX 300 Index and beyond. The fund is concentrated in BAEP’s highest conviction stock picks, typically holding in the order of 25 stocks.

Bennelong ex-20 Australian Equities Fund Provides exposure to ex-20 stocks, being those stocks in the S&P/ASX 300 but not in the S&P/ASX 20 Index. The fund taps into the investment potential that lies beyond the largest stocks, where there is generally the opportunity for greater diversification and a broader opportunity set. The fund can be used as a complement to a more top-heavy portfolio, or alone as a diversified exposure to the Australian market.
Bennelong Emerging Companies Fund Provides exposure to ASX-listed securities of small-cap and micro-cap companies that are covered by the investment research capabilities of BAEP. These companies generally have more potential for growth relative to large companies as they may be in early stages of development.

For a more detailed overview of the funds, click here

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