Due to the asset class, style, or other characteristic of this fund we have not yet assessed it. Please reach out to us with any questions.
Peer rank
Overall impact
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Advocacy data
Responsible governance
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Advocacy activities
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Proxy votes 2015-19
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Proxy votes 2020
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Proxy votes 2021
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Proxy votes rating
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Overall advocacy and engagement rating
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Info
Name
Bennelong ex-20 Australian Equities Fund
Symbol
BFL0004AU
Type
Mutual Fund
APIR
BFL0004AU
Fund family
Bennelong
Asset class
Equities
Category
Equity - Australia
Expense ratio
BFL0004AU(Wholesale)
0.00%
Description
The Bennelong ex-20 Australian Equities Fund primarily selects stocks from the S&P/ASX 300 Accumulation Index, excluding the top 20. It offers genuine diversification and greater exposure to the rich opportunity set outside of the largest 20 stocks, in order to add value and complement investors' existing Australian equities holdings.
This information may not be used for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), without Ethos' prior written permission.
Overall impact, 'E', 'S', and 'G' ratings
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Overall impact ratings consider material causes across all ESG categories. Environment, Social and Governance ratings consider material causes within their respective categories.
Overall impact, E, S, and G ratings for funds represent the weighted-average scores scores of companies held by the fund.
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