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.
