Bennelong Twenty20 Australian Equities

BFL0017AU

Bennelong Twenty20 Australian Equities BFL0017AU Strategy

The Fund is managed as one portfolio but comprises and combines two separately managed exposures: 1. a passive investment in the S&P/ASX 20 Index, achieved by taking an indexed position in each of the constituent stocks of this index; and 2. an investment in the stocks beyond the S&P/ASX 20 Index. This exposure is managed on an active basis using a fundamental core approach.
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

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KiwiSaver Survey | September Quarter 2024

The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
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New Zealand sustainable funds buck global trends

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report
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Listed Investment Companies monthly performance: September 2024

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).

Morningstar Investment Ideas

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SSE Composite Index3,421.9748.10-1.39%

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