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 | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,785.10 | 101.70 | 1.17% |
| CAC 40 | 8,007.62 | 115.94 | 1.47% |
| DAX 40 | 21,902.42 | 316.49 | 1.47% |
| Dow JONES (US) | 44,724.37 | 148.91 | -0.33% |
| FTSE 100 | 8,727.28 | 103.99 | 1.21% |
| HKSE | 20,891.62 | 294.53 | 1.43% |
| NASDAQ | 19,747.51 | 55.18 | 0.28% |
| Nikkei 225 | 39,066.53 | 235.05 | 0.61% |
| NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
| S&P 500 | 6,074.35 | 12.87 | 0.21% |
| S&P/ASX 200 | 8,520.70 | 103.80 | 1.23% |
| SSE Composite Index | 3,270.66 | 41.17 | 1.27% |