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

funds

Listed Investment Companies monthly performance: September 2025

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 | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 2025

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 Ordinaries9,178.0028.70-0.31%
CAC 408,121.7979.09-0.96%
DAX 4024,002.24116.65-0.48%
Dow JONES (US)47,522.12109.88-0.23%
FTSE 1009,727.6432.42-0.33%
HKSE25,906.65376.04-1.43%
NASDAQ23,581.14377.33-1.57%
Nikkei 22552,411.341,085.732.12%
NZX 50 Index13,548.3289.030.66%
S&P 5006,822.340.000.00%
S&P/ASX 2008,881.9031.30-0.35%
SSE Composite Index3,954.7932.11-0.81%

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