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Bennelong Australian Equities

Ranked 9 out of 255 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

Mark East

Mark East is Bennelong Australian Equity Partners’ (BAEP’s) Chief Investment Officer and is responsible for portfolio construction and investment strategy for the team’s three Australian equities funds, which he has run since inception.

Objective

The Funds objective is to grow the value of your investment 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 2% per annum after fees. The Fund may invest in securities expected to be listed on the ASX and may also invest in securities listed, or expected to be listed, on other exchanges where such securities relate to ASX-listed securities. Derivative instruments may be used to replicate underlying positions on a temporary basis and hedge market.

Performance

Australia over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.8% 15.0%
2017 19.2% 5.8% 3.3% 2.5% 6.3%
2016 2.3% -3.3% 2.3% 4.3% -0.9%
2015 14.3% 12.3% -8.7% -0.5% 12.0%
2014 1.1% 1.7% -3.8% -1.4% 4.9%
2013 30.6% 11.6% 1.3% 11.4% 3.7%
2012 22.6% 15.5% -7.8% 5.1% 9.6%
2011 -9.8% 4.6% -4.3% -12.3% 2.7%
2010 7.1% 3.0% -10.9% 9.1% 7.0%
2009 10.3% 22.3% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. New Zealand

Fund Info

  • Launch date30/01/2009
  • Share Class size417Mn
  • Base currencyAUD
  • ISIN AU60BFL00019

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.95%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).