BAEP won in the Australian Equities – Large Cap category and Quay won the Global Real Estate Investment Trust category.
“With significant and ongoing events impacting markets across the world over the past 12 months, the teams at BAEP and Quay are to be commended for delivering such strong returns to their investors during this challenging period.
“It’s particularly pleasing to see their achievements recognised by Zenith,” he said.
Zenith bases its awards selection on long-term criteria derived from its extensive research and due diligence, including fees, portfolio construction, investment team strength, security valuation and selection, risk management and investment philosophy.
The Bennelong Australian Equities Fund, one of the five funds managed by BAEP, is a high conviction ‘core’ fund and aims to grow investment value over the long term via a combination of capital growth and income, through a diversified portfolio of Australian shares.
The Quay Global Real Estate Fund invests in a portfolio of real estate securities listed on stock exchanges around the world, and is relatively concentrated and currency unhedged, with a conviction-based approach.
The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.
