Bennelong Concentrated Australian Eq
BFL0002AU
Bennelong Concentrated Australian Eq BFL0002AU Strategy
The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Index. The Fund may also invest in securities listed on other exchanges where such securities relate to ASX-listed securities. Derivative instruments may be used to replicate underlying positions and hedge market and company specific risks.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
funds
Listed Investment Companies monthly performance: January 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,408.70 | 27.40 | -0.29% |
| CAC 40 | 8,636.09 | 77.02 | 0.90% |
| DAX 40 | 25,279.63 | 103.69 | 0.41% |
| Dow JONES (US) | 49,482.15 | 307.65 | 0.63% |
| FTSE 100 | 10,821.05 | 14.64 | 0.14% |
| HKSE | 26,381.02 | 384.70 | -1.44% |
| NASDAQ | 23,152.08 | 288.39 | 1.26% |
| Nikkei 225 | 58,753.39 | 170.27 | 0.29% |
| NZX 50 Index | 13,670.71 | 145.13 | 1.07% |
| S&P 500 | 6,946.13 | 56.06 | 0.81% |
| S&P/ASX 200 | 9,175.30 | 27.60 | -0.30% |
| SSE Composite Index | 4,146.63 | 0.60 | -0.01% |