Insights

This December, Bennelong Funds Management will make a donation to Our Community Pantry in lieu of printing and posting Christmas cards.

Industry veteran Michael Dwyer AM has been appointed as a non-executive director to the boards of Bennelong Funds Management Ltd and its parent company Bennelong Funds Management Group Pty Ltd, effective from 1 December. 

As part of our ongoing commitment to improving our investors’ experience with Bennelong, on 1 December 2020 we changed our registry provider from RBC Investor Services Trust to Citigroup Pty Limited.

In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14 billion in ‘new and accelerated’ projects. 

Lonsec has upgraded four Bennelong Australian Equity Partners (BAEP) funds to ‘Highly Recommended’.

Lonsec has upgraded its rating for the 4D Global Infrastructure Fund to ‘Recommended’

Wheelhouse Partners has completed its transition to a new independent structure following agreed terms for its executives to acquire Bennelong Funds Management’s stake in its business.

Bennelong Funds Management has won overall Fund Manager of the Year at the Money Management awards, and its boutique Quay Global Investors won the Global Property Securities category for the third year in a row.

A combination of good risk management, being index unaware and avoiding overleverage has seen the Quay Global Real Estate Fund come out on top and take out the Money Management's Fund Manager of the Year award for the best fund in the Global Property securities space. This is the third year in a row Quay has taken out the award.