Funds - Australian equities

Overview Methodology Investment team

Overview

Bennelong Australian Equity Partners (BAEP) manages two Australian equities funds which, although not limited to, primarily select stocks from the S&P/ASX 300 Index:

  • the Bennelong Australian Equities Fund, which typically holds between 30-60 stocks; and
  • the Bennelong Concentrated Australian Equities Fund, which typically holds between 20-35 stocks.

Ratings

Both funds were recently assigned four star 'new' ratings by Standard & Poor's and recommended by Zenith Investment Partners.  To request a copy of the reports, please contact Client Services.

   

 History

BAEP was established in July 2008 as a joint venture between Bennelong Funds Management and Paul Cuddy and Mark East, two investment professionals with a wealth of experience in the Australian funds management industry - most recently as the Joint Heads of Equities at ING Investment Management.

Driven by a desire to establish their own business with like-minded investment professionals, Paul and Mark direct our Australian equities capabilities with the support of Bennelong Funds Management, which provides all non-investment related services, including product development, marketing and distribution support.