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 (minimum 5 years)|
|Trustee||Bennelong Funds Management Ltd
Level 1, 9 Queen St, Melbourne
|Inception date||February 2002|
|Fees and charges||Contact Client Services for more information|
|Minimum investment amount||$500,000|
|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|
This fund is no longer open to new investors.