Bennelong Concentrated Australian Equities Fund

Investment objective

The fund’s objective is to grow the value of investments over the long term via a combination of capital growth and income, by investing in a diversified portfolio of primarily Australian shares, providing a total return that exceeds the S&P/ASX 300 Accumulation Index by 4% per annum after fees (measured on a rolling three-year basis).

Investment strategy

The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Index. The fund may invest in securities expected to be listed on the ASX. Derivative instruments may be used to replicate underlying positions on a temporary basis and hedge market and company specific risks.

Investment manager

Bennelong Australian Equities Partners is a boutique fund manager focused on Australian equities. It was founded in 2008 and is an active fund manager with a consistent, disciplined and proven investment approach.

Unit price

Bennelong Concentrated Australian Equities Fund Unit Price History

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Past performance is not a reliable indicator of future performance.

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

	1 mth	3 mth	6 mth	1 yr	2 yrs
Net return* (%)	-1.79%	0.73%	3.47%	15.94%	6.28%	-3.97%

^{Past performance is not a reliable indicator of future performance.

(*As at 31/10/2024)}

Key features

Key features
APIR code	OVS7561AU
Risk level	6 – high
Minimum initial investment	$500
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	0.93% p.a.
Recommended minimum investment period	Five years

Target asset allocation

Asset class	Min %	Max %
Australian equities	90	100
Cash	0	10

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