Our vision
Recognised and respected for partnering with high performance boutiques to deliver exceptional outcomes for investors.
Partners of high performance
Bennelong Funds Management develops and distributes actively managed equity funds, offering high-grade service and investment solutions to institutions, financial advisers and direct investors.
Bennelong is part of the BFM Group, an investment company that partners with asset managers investing in Australian and global equities; listed global infrastructure and real estate; and global emerging markets.
While each of our partners has its own distinctive philosophy and approach, they all believe in the benefits of active investment management. They are also the majority owners of their businesses and invest in their own funds, ensuring their objectives are the same as our clients in always aiming for high performance.
It’s not only our investment managers who are our partners. Above all else we aim to deliver exceptional outcomes for our clients across the globe. We never lose sight of the fact that people are counting on us, and always strive to live our values of mutual respect and open communication – taking care of our clients, each other and the business.
Awards
Fund Manager of the Year
Winner: 2020
BDM of the Year
Finalist: 2023 (Mai Platts)
Distribution Team of the Year
Winner: 2021 | Finalist: 2022
Distribution Executive of the Year
Finalist: 2022 (Jonas Daly)
Employer of the Year (SME)
Finalist: 2019
For award disclaimers click here.
Family office and philanthropy
The BFM Group is owned by the Bangarra Group. We also support Bangarra's philanthropic arm, the Bennelong Foundation, which aims to enhance community wellbeing and provide opportunities for positive and lasting change in our community through partnering proactive social ventures. Since it was established in 2002/03, the Foundation has supported more than 200 organisations via 400 grants.