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Bennelong Concentrated Australian Equities

Ranked 13 out of 249 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 investment 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 4% per annum after fees (measured on a rolling three-year basis). The Fund is managed with the intention of generating returns over the longer term. Accordingly, the minimum suggested timeframe for an investment in the Fund is five years.

Performance

Australia over : 31/08/2017 - 31/08/2018
  • Rank 13/249 Total Return
  • Rank 236/249 Standard Deviation
  • Rank 23/249 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% 13.8%
2017 28.6% 7.4% 4.7% 3.7% 10.3%
2016 6.8% -2.0% 4.4% 6.2% -1.8%
2015 28.8% 15.6% -7.3% 3.5% 16.1%
2014 6.6% 4.2% -5.2% 0.2% 7.8%
2013 32.6% 11.9% 1.8% 12.3% 3.6%
2012 24.2% 17.4% -9.9% 5.6% 11.1%
2011 -8.2% 4.7% -4.0% -10.7% 2.3%
2010 8.1% 3.3% -11.0% 9.6% 7.4%
2009 10.1% 23.6% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. New Zealand

Fund Info

  • Launch date30/01/2009
  • Share Class size751Mn
  • Base currencyAUD
  • ISIN AU60BFL00027

Purchase Info

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

Charges

  • Annual management0.85%
  • Initial investment0.00%

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