Lonsec upgrades four BAEP funds

From

Lonsec has upgraded four Bennelong Australian Equity Partners (BAEP) funds to ‘Highly Recommended’. The funds are the Bennelong Australian Equities Fund, the Bennelong Twenty20 Australian Equities Fund, the Bennelong ex-20 Australian Equities Fund and the Bennelong Concentrated Australian Equities Fund. All four funds are run by BAEP’s single investment team, based on a similar active management,

continue reading

BAEP wins Australian large cap equities award

From

Bennelong Australian Equity Partners (BAEP) has taken out the 2018 Money Management/Lonsec Fund Manager of the Year Award for the best Australian Large Cap Equities Fund. The award-winning fund, the Bennelong Concentrated Australian Equities Fund, has provided strong returns over time. Since the fund’s inception, it has returned 18.1% per annum compared to the benchmark’s

continue reading

Bennelong ex-20 Fund retains ‘highly recommended’ rating

From

The Bennelong ex-20 Australian Equities Fund has retained its ‘highly recommended’ rating from research house Zenith Investment Partners*.The Fund is managed by Bennelong Australian Equity Partners (BAEP) and has been rated ‘highly recommended’ consistently since 2011. It provides investors with an Australian shares portfolio that invests in companies that lie outside of the top 20

continue reading

BAEP funds rated ‘Highly Recommended’ by Zenith

For the fifth consecutive year, Zenith Investment Partners has awarded a Highly Recommended rating to both the Bennelong Australian Equities Fund (Bennelong Core Fund) and the Bennelong Concentrated Australian Equities Fund (Bennelong Concentrated Fund), both of which are managed by Bennelong Australian Equity Partners (BAEP). BAEP is a boutique fund manager focused on investing Australian

continue reading

Two Bennelong funds hit five year performance

From

The Bennelong Australian Equities Fund (the Core Fund) and the Bennelong Concentrated Australian Equities Fund (the Concentrated Fund) have celebrated their five-year anniversary. Despite being launched against the backdrop of the GFC in 2008, the funds have enjoyed consistent inflows and delivered strong returns to investors. The Core Fund returned 17.50% and the Concentrated Fund

continue reading

Lonsec upgrades Bennelong’s ex-20 fund rating to ‘Recommended’

From

The Bennelong ex-20 Australian Equities Fund (the Fund) has been awarded a ‘Recommended’ rating by Lonsec, an upgrade from the Fund’s previous ‘Investment Grade’ rating. The Fund is managed by Bennelong Australian Equity Partners (BAEP) and provides investors with access to a unique Australian equities portfolio that invests in companies outside the top 20 ASX

continue reading