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The Skerryvore Global Emerging Markets All-Cap Equity Fund aims to invest responsibly in emerging markets with the goal of generating absolute long term-returns. The aim is to create a high conviction portfolio of reasonably-valued, high quality companies that are exposed to, or operate in, emerging markets.

APIR code BFL3229AU
Benchmark MSCI Emerging Markets Index 
Portfolio manager Glen Finegan (Lead), Michael Cahoon, Nicholas Cowley, Stephen Deane, Ronan Kelleher, Ian Tabberer
Reporting currency AUD unhedged
Stock range Typically 40-80
Active stock limit The maximum absolute position (portfolio weight) of an individual stock is 10% of the Fund.
Cash limit 0-10%
Holding size Starting: 0.5-1%
Established: 1-3%
High conviction: 3-7%
Hard limit: 10%
Single country exposure Max: 40%
Single sector exposure Max: 50%
Market capitalisation All-Cap
Client risk profile Growth
Investment team BennBridge is the Fund's investment manager.
Skerryvore Asset Management's global emerging markets investment team is assigned to BennBridge to carry out investment management services.
Responsible Entity Bennelong Funds Management
AFSL 296806
Level 1, 9 Queen St, Melbourne
Recommended investment period Long term (minimum five years)
Inception date 2 August 2021
Fees and charges Management fee: 0.95% p.a.
Other expenses and indirect costs may also apply but will be capped at 0.15% of the net asset value of the fund, excluding brokerage costs. Please refer to the PDS for more information.
Investment amount Initial investment minimum: $5,000
Additional investment minimum: $1,000
Withdrawal minimum: $1,000
Subject to the Responsible Entity's absolute discretion.
Application 1.0369
Redemption 1.0307
Effective date 16/09/2021
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