Why invest with us?

Our mission is to help our investors—large or small—achieve their financial goals. That means no matter what we’re doing, we’re thinking about new ways to serve our clients and ensure our offering is relevant and targeted.

Diversification

We manage funds across a range of asset classes, including Australian equities (small and large caps), market neutral and absolute return hedge funds, global equities, listed global infrastructure and listed global real estate. That kind of diversification means we’ve got a fund to suit every portfolio.

Innovation

These days, it’s not hard to find companies claiming to champion innovation. But for us, it’s our way of being. We partner with businesses at the forefront of new ideas, and we look for new technologies and systems to improve our clients’ experience with us.

We’re not afraid of asking ourselves the hard questions. What’s going to make us more relevant for our investors? Should we do what we’ve always done, or change? And in all our doings, we’re always striving towards our primary aim—helping our clients achieve their financial goals.

Track record

We’ve experienced exponential growth over our relatively short history, with a suite of boutiques and funds that punch well above their weight. Our funds are designed to support long-term investing, always looking to help our investors achieve their financial goals.

Globally, we have more than AUD9 billion in funds under management*, which continues to grow as our asset managers strive for outperformance.

*as at 30 November 2017

Latest performance

Learn more about our funds

How to invest

Why partner with us?

Bennelong is a highly-regarded, independent brand in the Australian market. Our reputation has been built on proven successes in identifying and partnering with quality, high-alpha asset managers; offering high-grade investments; and achieving results through a powerful distribution footprint.

We provide an environment for entrepreneurial, specialist asset managers to create relevant and sought-after investment products. We look well beyond the initial funding, focusing on the value of our service model to drive our teams' success, and provide strong operating infrastructure in a regulatory environment that is ever increasing its demands.

Culture

We’re proud of our unique culture, and only align ourselves with like-minded, entrepreneurial boutique asset management teams. We respect and support each other, work together to achieve our goals, and encourage an entrepreneurial spirit.

Financial support

While our asset management teams retain the attributes of a true boutique, being nimble and aligned with the goals of their investors, they benefit from the support and stability of our backing. This allows them to focus on what they do best—manage money.

A suite of services

Partnering with us goes far beyond financial support. Our team provides our asset managers with a full suite of corporate services, including distribution, marketing, compliance, finance, HR, technology and administrative support.

If you’re interested in exploring a partnership with us, please get in touch.

Why work for us?

We’re in the business of managing money for people. And to do that well, we know having a good team is critical. We work together to achieve the same goals, promoting a high-achieving atmosphere and always encouraging the pursuit of both personal and business growth.

Culture

Our people are our most important asset, and we’re proud of the culture we’ve created. We respect and support each other, including a focus on flexibility and work/life balance, and genuinely enjoy coming to work. We may work in a highly-regulated industry, but we don’t let it affect our relationships with each other and our clients, or stifle our entrepreneurial spirit.

Recognition

Recognising the critical role our people play in our success, we reward our employees for their contribution with competitive salaries and incentives to recognise company, team and individual achievements. However, our focus doesn’t just revolve around remuneration. We’ve created an environment where employees feel empowered to share ideas, and are valued and respected.

Innovation

We’re not a large company, and it’s one of our greatest strengths. We do more with less, using creativity and innovation to get results. We partner with businesses at the forefront of new ideas, and we look for new technologies and systems to improve how we do business.

The future looks bright

We don’t want to become complacent and blend into the crowd, which means we’re not afraid to address the hard questions. What’s going to make us more relevant for our clients—not just today, but in the future? Should we just do what we’ve always done, or change it up?

We’ve experienced exponential growth over the past few years, and we’re now expanding and replicating that successful model elsewhere in the world. We want to stand out in ways that others haven’t thought of, always striving towards our primary aim—helping our clients achieve their financial goals.

Our team provides corporate services, including distribution, marketing, compliance, finance, HR, technology and administrative support. If you’re interested in exploring a career with us in one of these areas, please get in touch.