20 November 2015
Bennelong Australian Equity Partners’ (BAEP’s) Julian Beaumont says adding value within their ex-20 portfolio in the current economic environment means looking to four key sectors. He shares his thoughts on these sectors as the team prepares to launch the new Bennelong Twenty20 Australian Equities Fund at the end of this month – giving investors a mix of passive and active management with low fees. The fund will invest passively in the top 20 stocks, similar to an index fund, and invest actively in the ex-20 market, along the same tried and tested investment process of the Bennelong ex-20 Australian Equities Fund – which has outperformed the market by more than 7% over the past six years (after fees, as at 31 October 2015).
To get a better understanding of the active part of the portfolio and the types of stocks BAEP are currently investing in, click here to view the video.
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