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 50 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.
Investments can be made directly to Bennelong via a Product Disclosure Statement (PDS) application form.
Minimum investment amount: $10,000
Recommended investment period: 5 years plus
Via a platform
A platform bundles together a range of managed funds and investments into a single product. This provides investors consolidated and centralised reporting. Our funds appear on a variety of third party platforms.
Operated by the ASX, mFund enables investors to use a broker or financial adviser to buy and sell units in a selection of unlisted managed funds. Using the same system which drives ASX share transactions, mFund replaces the traditional paper-based process.
|Step 1. Download and read offer documents||
Prior to filling in the PDS 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 about which of our funds is best for you, please consult your financial adviser.
|Step 2. Apply to invest||
To fill in the form, you will need:✔ an email address and phone number;
✔ your Tax File Number (or ABN, ACN, ARCN);
✔ postal address details; and
✔ if applying on behalf of a trust, details of the trustee.
Once the form has been completed online, you will need to print, date and sign it.
Alternatively, you can download a printable form.
|Step 3.Attach ID verification document||
Attach the printed, dated and signed Application Form and relevant original certified identification documents.
|Step 4. Make a payment||
|Step 5. Post paperwork||
Once the PDS Application Form has been completed, please attach the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:
Post: RBC I & TS
Please note: investment instructions received before 2.00 p.m. Melbourne time will be processed on the same business day.
The fund administrator is responsible for reviewing the completed form and all relevant identification documents, as well as the associated payment.
|Step 6. Confirmation of application||
Once received, you will receive confirmation of your application by close of business the next day. The confirmation will be sent to the email or postal address provided in the Application Form.