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Combining passive and active to get the best of both worlds

Bennelong launched its new Twenty20 Australian Equities Fund today – giving investors a mix of passive and active management with low fees. The fund invests passively in the top 20 stocks, similar to an index fund, and invests actively in the ex-20 market, along the same tried and tested investment process of the Bennelong ex-20 Australian Equities Fund – which has outperformed the market by more than 7% over the past six years (after fees, as at 30 October 2015). The Twenty20 Fund's fee is 0.39% (plus a performance fee), which compares favourably with popular index funds and ETFs. For more information about the new Twenty20 Fund click here (VIEW LINK)


Bennelong Funds Management develops and distributes active funds locally and around the globe, offering high-grade investment solutions to institutions, financial advisers and direct investors.

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