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.