Jonas Daly

Two of Bennelong Funds Management boutique partners’ funds – the 4D Global Infrastructure Fund and the Quay Global Real Estate Fund – have been added as investment options on Macquarie Wrap, providing advisers with the opportunity to diversify client portfolios into global listed property and infrastructure investments.

Bennelong Funds Management’s head of wholesale sales, Jonas Daly, says the funds provide advisers with a proven method to diversify investor portfolios, while maintaining a focus on risk management and wealth preservation.

“Both funds offer a wide variety of investment opportunities across multiple geographies, backed by quality teams of highly-experienced investment professionals with established track records.

“4D offers an index-unaware global listed infrastructure securities product, which aims to offer attractive returns throughout a market cycle via its potential to tilt to emerging markets.”

The Fund aims to consistently deliver above-benchmark returns over an investment cycle, and has returned 14.35 per cent per annum (after fees) since inception to 30 September 2017.

“Quay offers a concentrated portfolio of global REITS, allowing the team to invest in their best ideas and avoid over-leveraged or disrupted sectors of the index, such as developers and mid- tier shopping centres,” said Mr Daly.

Their portfolio aims to consistently deliver attractive long-term inflation protected returns with a quality focus. The strategy has returned 14.42 per cent per annum (after fees) since inception to 30 September 2017, and was recently upgraded to ‘Recommended’ by Lonsec.

Bennelong Funds Management distributes the funds and provides a range of support services to the boutiques, positioning them for future growth.

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