Bennelong boutiques win at the 2021 Zenith Fund Awards

BAEP won in the Australian Equities – Large Cap category and Quay won the Global Real Estate Investment Trust category.

 The Awards, hosted by Zenith Investment Partners, recognise and encourage excellence in funds management across all asset classes.

 Bennelong Funds Management’s CEO, Craig Bingham, said the awards are a welcome recognition of the expertise and skill of the portfolio managers.

“With significant and ongoing events impacting markets across the world over the past 12 months, the teams at BAEP and Quay are to be commended for delivering such strong returns to their investors during this challenging period.

“It’s particularly pleasing to see their achievements recognised by Zenith,” he said.

Zenith bases its awards selection on long-term criteria derived from its extensive research and due diligence, including fees, portfolio construction, investment team strength, security valuation and selection, risk management and investment philosophy.

The Bennelong Australian Equities Fund, one of the five funds managed by BAEP, is a high conviction ‘core’ fund and aims to grow investment value over the long term via a combination of capital growth and income, through a diversified portfolio of Australian shares.

The Quay Global Real Estate Fund invests in a portfolio of real estate securities listed on stock exchanges around the world, and is relatively concentrated and currency unhedged, with a conviction-based approach.