Product Disclosure Statements


Fund name / Description / Offer documents

Bennelong Avoca Emerging Leaders Fund

Typically holds 30-50 stocks (with a maximum of 70 allowable), selected primarily from the S&P/ASX Small Ordinaries and S&P/ASX Mid-Cap 50 Indices

Download a PDS

Bennelong Australian
Equities Fund

Typically holds between 30-60 Australian stocks

Download a PDS

Bennelong Concentrated Australian Equities Fund

Typically holds between 20-35 Australian stocks

Download a PDS

Bennelong ex-20 Australian Equities Fund

Typically holds between 20-60 stocks selected primarily from, but not limited to, the S&P ASX 300 Index ex the S&P ASX 20 Leaders Index

Download a PDS

Bennelong Long Short
Equity Fund

A diversified portfolio of paired securities based on relative value. For sophisticated investors only

Order an IM

Bennelong Kardinia
Absolute Return Fund

A long/short Australian equity fund with the long-term objective of achieving double-digit annual rates of return - without compromising on capital protection.

Order an IM

 

Definitions

IM
Information Memorandum for wholesale investors
PDS
Product Disclosure Statement