The 4D Emerging Markets Infrastructure Fund invests in listed infrastructure companies in emerging markets across the globe. The Fund consists of a concentrated investment portfolio of 20-60 stocks and aims to identify quality listed global emerging market infrastructure securities, trading at or below fair value with sustainable, growing earnings and dividends.
The 4D Global Infrastructure Fund invests in listed infrastructure companies across all four corners of the globe. The Fund consists of a concentrated investment portfolio of 30-60 stocks, and aims to identify quality listed global infrastructure securities, trading at or below fair value with sustainable, growing earnings and dividends.
The Bennelong Australian Equities Fund is a high conviction ‘core’ fund. It aims to grow investment value over the long term via a combination of capital growth and income, by investing in a diversified portfolio of Australian shares. It typically holds 25-50 stocks across the spectrum of the Australian share market (primarily from the S&P/ASX 300 Accumulation Index).
The Bennelong Twenty20 Australian Equities Fund provides exposure to the S&P/ASX300 universe through a combination of actively managed ex-20 stocks and a passive exposure to the top 20 stocks. It aims to give investors a cost-effective opportunity to access BAEP’s proven ex-20 strategy combined with an index position in the top 20.
The Bennelong Concentrated Australian Equities Fund is a portfolio of BAEP’s best high-conviction picks. It aims to grow investment value over the long term via a combination of capital growth and income, by investing in a diversified portfolio of Australian shares. It typically holds 20-35 stocks, primarily from the S&P/ASX 300 Accumulation Index.
The Bennelong ex-20 Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index, excluding the top 20. It offers genuine diversification and greater exposure to the rich opportunity set outside of the largest 20 stocks, in order to add value and complement investors’ existing Australian equities holdings.
The Bennelong Emerging Companies Fund provides exposure to small-cap and micro-cap stocks listed on the ASX. As these stocks are often less well known and researched, BAEP aims to be disciplined in focusing on higher quality and lower risk options that they believe have solid growth prospects.
The Bennelong Market Neutral Fund aims to achieve consistent absolute returns, regardless of market conditions, from a portfolio of both long and short large cap Australian shares. The strategy seeks to limit exposure to market risk by adopting a predominantly cash neutral position via a series of correlated long and short paired positions.
The Bennelong Long Short Equity Fund aims to achieve a superior absolute return from a portfolio of both long and short large cap Australian shares, while limiting the portfolio’s exposure to market risk by utilising a dollar neutral long/short strategy.
The Bennelong Kardinia Absolute Return Fund is a long/short strategy investing in Australian equities. It aims to generate consistent positive returns in all market conditions, with an overarching philosophy of capital protection. It provides variable exposure to the equity market, with the flexibility of lower volatility than the market and minimising losses in drawdowns.
The Quay Global Real Estate Fund invests in a portfolio of real estate securities listed on stock exchanges around the world. It is relatively concentrated and currency unhedged, with a conviction based approach. The strategy focuses on delivering investors real total returns, and invests through the cycle while also taking advantage of counter-cyclical opportunities.
The Skerryvore Global Emerging Markets All-Cap Equity Fund aims to invest responsibly in emerging markets with the goal of generating absolute long term-returns. The aim is to create a high conviction portfolio of reasonably-valued, high quality companies that are exposed to, or operate in, emerging markets.
The Touchstone Index Unaware Fund primarily selects stocks from the S&P/ASX 300 Index and typically holds 15-25 stocks. It seeks to invest in good quality companies, with a significant share of expected returns coming from sustainable dividends, if available at reasonable prices.