asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: BFL0017AU
release_schedule: NO COMMENTARY
structure:
fund_features:
Bennelong Twenty20 Australian Equities’s objective is to grow the value of your investment over the long term via a combination of capital growth and income, by investing in a diversified portfolio of primarily Australian shares, providing a total return that exceeds the return generated by the S&P/ASX 300 Accumulation Index by 2% per annum after fees (measured on a rolling three-year basis).
- The Fund is managed as one portfolio but comprises and combines two separately managed exposures: 1. a passive investment in the S&P/ASX 20 Index, achieved by taking an indexed position in each of the constituent stocks of this index, and 2. an investment in the stocks beyond the S&P/ASX 20 Index.
- This exposure is managed on an active basis using a fundamental core approach.