News

A strong start to the year

20 January 2011

The year is off to a strong start for Bennelong Funds Management, with three recent wins for Bennelong Australian Equity Partners (BAEP):

  • Westscheme Superannuation has overhauled its $970 million Australian equities portfolio, appointing BAEP to manage 14 per cent of their portfolio;
  • Prime Super has completed the final line-up of its $340 million Australian equities portfolio, appointing BAEP to manage 14 per cent of their portfolio;
  • Bendigo and Adelaide Bank's newly launched platform Trinity3 has appointed BAEP to its separately managed account (SMA) model portfolios, where Bennelong will offer its ex-20 Australian Equities Fund to investors; and
  • IOOF has also added the Bennelong ex-20 Australian Equities Fund to its Pursuit Select, IPS and Lifetrack platforms.

Bennelong Australian Equity Partners is a boutique investment manager established in July 2008 as a joint venture between Paul Cuddy, Mark East and Bennelong Funds Management.