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.
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.
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.
If you would like to make an additional investment, withdrawal request, or update your personal details, please select the appropriate form below.
|mFund Settlement Service||This Fund is available on the mFund Settlement Service.|