Alleron’s Australian Eagle Trust Long Short Fund awarded “Very Strong” rating by Australia Ratings

Melbourne, 20 April 2018 – Australia Ratings has assigned a ‘VERY STRONG’ investment rating to the Australian Eagle Trust (“the Fund”).

A VERY STRONG rating indicates a very strong conviction that the Fund can deliver a risk adjusted return in line with the Fund’s investment objective. This is based on an investment rating scale used by Australia Ratings to indicate how well we believe a fund will perform against a range of risks.

The Australian Eagle Trust – managed by Alleron Investment Management Pty Ltd – is a long-short strategy that draws on Alleron’s demonstrated expertise in constructing Australian share portfolios.

The Fund aims to provide capital growth over the longer term through a leveraged long-short Australian shares strategy. In the year to 31 March 2018, the Fund has outperformed the S&P/ASX 100 Acc Index by 15.83%.

Australia Ratings’ analyst Maggie Callinan said “The Fund is managed by a stable, experienced and well-credentialed investment management team that implements a robust and disciplined investment process.” Ms Callinan adds, “The investment philosophy, investment strategy, investment process and risk management elements of the company’s activities are well established and embedded within Alleron.”

Australia Ratings believe that an investment in the fund can provide an exposure to Australian equities with potential to outperform the underlying market and a form of downside protection.An investment in the fund should be considered as a long-term one.

Australia Ratings has also assigned its Product Complexity Indicator (PCI) of ‘YELLOW’ indicating the fund as a Complex financial product, with investment managers seeking to outperform their chosen mainstream market sector – the Australian equities market, by including a leveraged short-selling component to its strategy.

A full rating report is available from

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Alleron’s Australian Eagle Trust Long Short Fund awarded “Very Strong” rating by Australia Ratings

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