Bennelong Concentrated Australian Equities Fund
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).
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 Funds Management
Bennelong Funds Management Limited 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. Bennelong managed $9.9 billion as of 30 September 2018.
(Past performance is not indicative of future performance)
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This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.
The performance of your investment is measured after taxes and fees within this tax paid fund.
|Net performance* (%)||1 mth||3 mth||6 mth||1 yr|
|Bennelong Concentrated Australian Equities Fund||3.03||16.78||5.84||14.66|
*As at 30 June 2020
|Min %||Max %|