Manager Summary
Skerryvore Asset Management LLP ("Skerryvore") is an Edinburgh-based boutique majority-owned by its team, with Bennelong Funds Management holding a minority stake. Bennelong initially appointed BennBridge as the Fund's Investment Manager, supported by Skerryvore's investment team. BennBridge became Skerryvore's wholly owned subsidiary on 1 August 2024. Skerryvore has 17 staff, including eight investment professionals, while Bennelong provides operational support and distribution.
On 16 September 2026, Antipodes Partners, an affiliate of Pinnacle Investment Management, entered into a binding agreement to acquire Bennelong Funds Management Group. Further updates will be provided as more information regarding the transaction and any resulting business changes becomes available
Strategy Summary
Key Terms
| Status: | Open | Inception Date: | Aug 2021 |
| Strategy: | Equity Long | Style: | Blend |
| Geography: | Emerging Markets | Domicile: | Australia |
| Investors: | Retail | Min. Investment: | AU$ 5,000 |
| Distributions: | 6 Monthly | Applications: | Daily |
| Fund Size: | AU$ 518.42m | Management Fee: | 1.10% |
| Manager FUM: | AU$ 1,784.5m | Performance Fee: | 0.00% |
Key Statistics
| Fund | Index* | Fund | Index* | ||
| Aug 2026: | 1.04% | 1.30% | Sharpe1: | 0.19 | 0.50 |
| 1 Year: | 2.31% | 27.17% | Sortino1: | 0.20 | 0.70 |
| 3 Years2: | 5.32% | 19.15% | Best Month1: | 5.60% | 9.64% |
| 5 Years2: | 3.88% | 8.61% | Worst Month1: | -6.61% | -9.54% |
| Inception1,2: | 4.47% | 9.14% | Volatility1,2: | 8.43% | 13.10% |
| Up-Capture1: | 28% | N/A | Down-Capture1: | 44% | N/A |
General Notes
Skerryvore is the Fund's investment manager. Skerryvore Asset Management's global emerging markets investment team is assigned to carry out investment management services.