Insights

As part of our ongoing commitment to improving our investors’ experience with Bennelong, on 1 December 2020 we changed our registry provider from RBC Investor Services Trust to Citigroup Pty Limited.

In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14 billion in ‘new and accelerated’ projects. 

Lonsec has upgraded four Bennelong Australian Equity Partners (BAEP) funds to ‘Highly Recommended’.

Wheelhouse Partners has completed its transition to a new independent structure following agreed terms for its executives to acquire Bennelong Funds Management’s stake in its business.

Lonsec has upgraded its rating for the 4D Global Infrastructure Fund to ‘Recommended’

Bennelong Funds Management has won overall Fund Manager of the Year at the Money Management awards, and its boutique Quay Global Investors won the Global Property Securities category for the third year in a row.

A combination of good risk management, being index unaware and avoiding overleverage has seen the Quay Global Real Estate Fund come out on top and take out the Money Management's Fund Manager of the Year award for the best fund in the Global Property securities space. This is the third year in a row Quay has taken out the award.

Daniel Allen has been appointed as BennBridge’s Managing Director, Americas, effective immediately. Daniel brings with him almost three decades of international business development experience.

Bennelong Funds Management has appointed Eric Finnell to the role of Institutional Distribution Executive as the company focuses on growing its domestic and offshore institutional capability.