Bennelong ex-20 Australian Equities Fund

Asset Class: Australia Equities

Description: Active, Concentrated

  • 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.

  • In comparison to the typical domestic core equity portfolio, the Fund offers genuine diversification and greater exposure to the rich opportunity set outside of the largest 20 stocks.