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

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 408,121.0736.22-0.44%
DAX 4023,958.30160.59-0.67%
Dow JONES (US)47,562.8740.750.09%
FTSE 1009,717.2542.81-0.44%
HKSE25,906.65376.04-1.43%
NASDAQ23,724.96143.810.61%
Nikkei 22552,411.341,085.732.12%
NZX 50 Index13,548.3289.030.66%
S&P 5006,840.2017.860.26%
S&P/ASX 2008,881.9031.30-0.35%
SSE Composite Index3,954.7932.11-0.81%

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