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Our vision

Recognised and respected for partnering with high performance boutiques to deliver exceptional outcomes for investors across the globe.

Partners of high performance

Bennelong Funds Management develops and distributes actively managed equity funds, offering high-grade service and investment solutions to institutions, financial advisers and direct investors.

Bennelong is part of the BFM Group, an investment company that partners with boutique asset managers across the globe investing in Australian and global equities; listed global infrastructure and real estate; and global emerging markets. Outside Australia the Group operates as BennBridge, with a presence in the UK and US.

While each of our boutiques has its own distinctive philosophy and approach, they all believe in the benefits of active investment management. They are also the majority owners of their businesses and invest in their own funds, ensuring their objectives are the same as our clients in always aiming for high performance.

It’s not only our boutiques who are our partners. Above all else we aim to deliver exceptional outcomes for our clients across the globe. We never lose sight of the fact that people are counting on us, and always strive to live our values of mutual respect and open communication – taking care of our clients, each other and the business.

Bennelong - offices
6 global offices

Physical presence across Australia, the UK and the US

Bennelong - boutiques
6 boutiques

Strategic partnerships with boutique asset managers

Bennelong - years in operation
17 years since inception

Privately owned by the Bangarra Group

background
“People invest in our funds; our boutique partners manage the money; and we manage the business to deliver the best possible outcomes for our clients.”
John Burke, Global Chief Executive Officer, BFM Group

Awards

Money Management Fund Manager of the Year Awards

Fund Manager of the Year
Winner: 2020

BDM of the Year
Finalist: 2023 (Mai Platts)

Financial Standard Max Awards

Distribution Team of the Year
Winner: 2021 | Finalist: 2022

Distribution Executive of the Year
Finalist: 2022 (Jonas Daly)

Momentum Media Women in Finance Awards

Employer of the Year (SME)
Finalist: 2019

For award disclaimers click here.

Family office and philanthropy

The BFM Group is owned by the Bangarra Group. We also support Bangarra's philanthropic arm, the Bennelong Foundation, which aims to enhance community wellbeing and provide opportunities for positive and lasting change in our community through partnering proactive social ventures. Since it was established in 2002/03, the Foundation has supported more than 200 organisations via 400 grants.