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The Bennelong Long Short Equity Fund aims to achieve a superior absolute return from a portfolio of both long and short large cap Australian shares, while limiting the portfolio’s exposure to market risk by utilising a dollar neutral long/short strategy.

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Portfolio managers Sam Shepherd
Stock range Typically 50-70 stocks
Client risk profile High
Investment team Bennelong Long Short Equity Management
Investment timeframe Medium to long term
Trustee Bennelong Funds Management Ltd
AFSL 296806
Level 1, 9 Queen St, Melbourne
Inception date February 2002
Fees and charges Contact Client Services for more information
Minimum investment amount $500,000

Email Client Experience to obtain further information.

Email Client Experience to obtain further information.

Email Client Experience to obtain further information.

This fund is no longer open to new investors.

To tailor your experience and information, please let us know who you are.