2 November 2015
Bennelong Australian Equity Partners (BAEP) has won the prestigious Golden Bull Award at the Australian Fund Manager Awards (AFMA), announced at a ceremony in Sydney on 22 October.
The Golden Bull is awarded to a boutique fund manager in the Australian equities sector based on a range of qualitative and quantitative factors. The Bennelong Concentrated Australian Equities Fund had a particularly good year in terms of performance, outperforming the S&P/ASX300 Accumulation Index by just over 20 per cent*, while over the last five years p.a. the fund returned 13.92 per cent versus a benchmark return of 6.29 per cent*.
“We’re genuinely pleased for the recognition of our hard work from fellow industry professionals, but it is just as pleasing that this hard work has generated strong and consistent returns for our clients over the years,” said Julian Beaumont, BAEP’s Investment Director.
BAEP won the Golden Calf Award at the AFMA in 2011.
BAEP was established by Mark East in 2008, in partnership with Bennelong Funds Management, and has since grown its funds under management to over $4 billion. BAEP manages the Bennelong Australian Equities Fund, Bennelong Concentrated Australian Equities Fund and the Bennelong ex-20 Australian Equities Fund.
*To the period ended 30 September 2015. Performance figures are net of fees and gross of any earnings tax.