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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.

Select from the tabs below to learn more about the fund.

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 (minimum 5 years)
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.

Distribution Timetable for June 2021
CUM prices available 6/07/2021
CPU distribution rate available 9/07/2021
Ex prices available 12/07/2021
Payment of cash distribution 14/07/2021
Transaction statements sent to unitholders 14/07/2021
Tax statements sent to unitholders 21/07/2021

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.