Bennelong Concentrated Australian Equities Fund

Asset Class: Australian Equities

Description: Concentrated, Core

  • The fund primarily selects stocks from the S&P/ASX 300 Accumulation Index.

  • Provides the portfolio with a sleeve that holds between 20 and 35 of the manager’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.