Two of Bennelong’s funds have been given ‘highly recommended’ ratings by ratings agency, Zenith Investment Partners.
It was the fifth year that Bennelong Funds Management’s Australian equities fund and the Bennelong concentrated Australian equities fund, received the ratings.
“[They had] appealing offerings owing to their strong investment team and performance driven culture,” Zenith said.
Money Management‘s Investment Centre (MMIC) found that Bennelong’s Australian equities fund produced 10.28 per cent (year-on-year), while it generated 10.54 per cent per annum over the last five years.
The MMIC also found that Bennelong’s concentrated Australian equity portfolio produced 22.97 per cent (year-on-year), while it generated 16.15 per cent per annum over the last five years.
The Bennelong Australian equities fund aimed to provide investors with a diversified mix of high quality companies on and beyond the S&P/ASX 300. The concentrated fund had a similar strategy but only held about 25 stocks, Bennelong said.
Click here for more on their funds http://investmentcentre.moneymanagement.com.au/factsheets/mi-08fi1/bennelong-concentrated-australian-equity
