How to invest

Please select the relevant fund name from the menu below to access offer documents and application forms.

Bennelong Concentrated Australian Equities Fund

The Bennelong Concentrated Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index.Investors are offered a portfolio that holds between 20 and 35 of the team’s best high-conviction picks. The Fund’s objective is to grow the investment value over the long term via a combination of capital growth and income, by investing in a diversified portfolio of Australian shares, providing a total return that exceeds the S&P/ASX 300 Accumulation Index by 4% per annum (after fees) on a rolling three-year basis.

Advisers

Our funds are open to investments directly via the PDS, a range of platforms and mFund. To obtain details about the fund’s ratings or Approved Product List inclusions, please contact Adviser Services.

Investors

New investors

Prior to filling in the Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain, please consult your financial adviser. 

Existing investors

If you would like to make an additional investment, withdrawal request, or update your personal details, please select the appropriate form below.

New investors

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information

PDS Application Form

Existing investors

Additional investment

Withdrawal request

Change of details

Platform access
  • BT Wrap;
  • Federation Managed Accounts;
  • Hub24;
  • Macquarie Wrap;
  • Panorama Super;
  • Netwealth (Super Service, Wrap Service); and
  • Wealthtrac.
mFund Settlement Service This Fund is available on the mFund Settlement Service

Bennelong ex-20 Australian Equities Fund

The Bennelong ex-20 Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index excluding those from the S&P/ASX 20 Leaders Index. Recognising that 67% of the S&P/ASX 300 Accumulation Index is concentrated in the top 20 stocks, the Fund seeks lesser known opportunities, outside the ubiquitous 'mega-cap' stocks, in order to add value and complement investors’ existing Australian equities holdings. 

Advisers

Our funds are open to investments directly via the PDS, a range of platforms and mFund. To obtain details about the fund’s ratings or Approved Product List inclusions, please contact Adviser Services.

Investors

New investors

Prior to filling in the Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain, please consult your financial adviser. 

Existing investors

If you would like to make an additional investment, withdrawal request, or update your personal details, please select the appropriate form below.

New investors

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information

PDS Application Form

Existing investors

Additional investment

Withdrawal request

Change of details

Platform access
  • AMP (iAccess, North, Personalised Portfolio, Summit, Synergy, Wealthview);
  • ANZ grow;
  • Asgard;
  • Bridges TPS;
  • BT (Wrap, Panorama);
  • CFS (First Wrap, First Choice);
  • Federation Managed Accounts;
  • Hub24;
  • IOOF (AET, IPS, Lifetrack, Portfolio Services, TPS);
  • Linear;
  • Mason Stevens;
  • Macquarie Wrap (IDPS, Super);
  • MLC (Navigator, Wrap);
  • Netwealth (Super Service, Wrap Service);
  • Wealthtrac;
  • Oasis Matrix;
  • Portfolio Advantage; and
  • Voyage.
mFund Settlement Service This Fund is available on the mFund Settlement Service.

Bennelong Twenty20 Australian Equities Fund

The Bennelong Twenty20 Australian Equities Fund primarily aims to provide exposure to the S&P/ASX300 universe, through a combination of actively managed ex-20 stocks and a passive exposure to the top 20 stocks. While providing exposure to the largest valued stocks, the Fund also provides access to Bennelong’s successful ex-20 strategy.

Advisers

Our funds are open to investments directly via the PDS, a range of platforms and mFund. To obtain details about the fund’s ratings or Approved Product List inclusions, please contact Adviser Services.

Investors

New investors

Prior to filling in the Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain, please consult your financial adviser. 

Existing investors

If you would like to make an additional investment, withdrawal request, or update your personal details, please select the appropriate form below.

New investors

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information

PDS Application Form

Existing investors

Additional investment

Withdrawal request

Change of details

Platform access
  • AMP Personalised Portfolio 
  • CFS First Wrap
  • Federation Managed Accounts
  • Macquarie Wrap
mFund Settlement Service This Fund is available on the mFund Settlement Service

Bennelong Australian Equities Fund

The Bennelong Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index and holds between 25 and 60 stocks. The Fund’s objective is to grow investment value over the long term via a combination of capital growth and income, by investing in a diversified portfolio of Australian shares, providing a total return that exceeds the S&P/ASX 300 Accumulation Index by 2% per annum (after fees) on a rolling three-year basis. 

Advisers

Our funds are open to investments directly via the PDS, a range of platforms and mFund. To obtain details about the fund’s ratings or Approved Product List inclusions, please contact Adviser Services.

Investors

New investors

Prior to filling in the Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain, please consult your financial adviser. 

Existing investors

If you would like to make an additional investment, withdrawal request, or update your personal details, please select the appropriate form below.

New investors

Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information

PDS Application Form

Existing investors

Additional investment

Withdrawal request

Change of details

Platform access
  • AMP (Elements Investment, Elements Pension, eWrap Investment Arc, eWrap Pension, iAccess, Investment Service, MyNorth, North, Pension Service, Summit, Super Service, Term Pension, Wealthview eWrap);
  • ANZ grow;
  • BT Wrap;
  • CFS (First Wrap);
  • Hub24;
  • IOOF AET;
  • Macquarie Wrap IDPS;
  • Netwealth (Super Service, Wrap Service);
  • Wealthtrac;and
  • OneAnswer, OnePath, PortfolioOne.
mFund Settlement Service This Fund is available on the mFund Settlement Service