Bennelong ex-20 Australian Equities Fund Update

The Fund aims to outperform the return generated by the S&P/ ASX 300 Accumulation Index excluding that part of the return that is generated by the stocks comprised in the S&P/ASX 20 Index, which represents the 20 largest stocks by market capitalisation in Australia, by 4% per annum after fees on a rolling three-year basis by actively managing a portfolio of primarily Australian shares.

The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Accumulation Index excluding the S&P/ASX 20 Index. The Fund may also invest in securities listed on other exchanges where such securities relate to ASX-listed securities. Derivative instruments may be used to replicate underlying positions and hedge market and company-specific risks.

For a performance update as of 31 July 2018, please click Bennelong ex-20 Australian Equities – July 2018

About the Author Luke Howe

Financial Adviser ADFS (FP)

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