Bennelong ex-20 Fund retains 'highly recommended' rating

15 March 2017

The Bennelong ex-20 Australian Equities Fund has retained its ‘highly recommended’ rating from research house Zenith Investment Partners*.

The Fund is managed by Bennelong Australian Equity Partners (BAEP) and has been rated ‘highly recommended’ consistently since 2011.  It provides investors with an Australian shares portfolio that invests in companies that lie outside of the top 20 ASX listed stocks.  

In its latest review Zenith said the fund is an appealing offering owing to its highly capable portfolio manager and demonstrated track record of outperformance.

The fund is placed in Zenith’s “Australian shares - mid-cap” sector, which it says can potentially be used by investors seeking a lower volatility exposure to ex-20 Australian Shares, versus a more volatile dedicated small companies fund. Over the longer-term, it says active management in this sector has historically demonstrated an ability to outperform a passive index.

Portfolio manager Mark East said: “The Fund leverages some really promising companies outside of the large-cap names that everyone knows of.

“In comparison to the typical domestic core equity portfolio, the Fund offers genuine diversification and greater exposure to the rich opportunity set outside of the largest 20 stocks,” Mr East said.

BAEP is a boutique fund manager established in 2008 as a joint venture between Bennelong Funds Management (Bennelong) and BAEP’s principals.

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