BAEP manages five Australian equities funds in accordance with its robust, disciplined and proven investment philosophy and process.
The Bennelong Australian Equities Fund is a high conviction ‘core’ fund. It aims 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. It typically holds 25-50 stocks across the spectrum of the Australian share market (primarily from the S&P/ASX 300 Accumulation Index).
The Bennelong Twenty20 Australian Equities Fund provides 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. It aims to give investors a cost-effective opportunity to access BAEP’s proven ex-20 strategy combined with an index position in the top 20.
The Bennelong Concentrated Australian Equities Fund is a portfolio of BAEP’s best high-conviction picks. It aims 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. It typically holds 20-35 stocks, primarily from the S&P/ASX 300 Accumulation Index.
The Bennelong ex-20 Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index, excluding the top 20. It offers genuine diversification and greater exposure to the rich opportunity set outside of the largest 20 stocks, in order to add value and complement investors’ existing Australian equities holdings.
The Bennelong Emerging Companies Fund provides exposure to small-cap and micro-cap stocks listed on the ASX. As these stocks are often less well known and researched, BAEP aims to be disciplined in focusing on higher quality and lower risk options that they believe have solid growth prospects.
