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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)
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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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