Category Archives: Media release

Australian Eagle Trust upgraded to Recommended by Zenith and given an inaugural Recommended by Lonsec

Australian Eagle Trust Long-Short Fund (the Fund) has been upgraded to a Recommended rating from Zenith and received an inaugural Recommended rating by Lonsec.

Since inception in July 2016 to October 2021 the Fund has returned 19.33% per annum and has outperformed the S&P/ASX 100 by 8.49% per annum. Since inception the Fund has not had a negative return in a calendar or financial year.

Australian Eagle Appointed as New Australian Equities Manager for Paradigm Group

After a diligent search and in-depth analysis, the Investment Committee shortlisted the potential candidates to act as Paradigm’s Australian share specialist, to four managers. Following formal presentations to the Committee, and final analysis, the Committee formally appointed Australian Eagle to carry out this role.

Australian Eagle Trust returns +9.97% net of fees for May 2020, outperforming ASX 100 by +6.13%

The Fund returned +9.97% net of fees in May 2020. The portfolio’s largest positive contributions for the month came from long positions in Pushpay Holdings Ltd, Fortescue Metals Group Ltd and Evolution Mining Ltd while largest detractors were a long position in CSL Ltd and short positions in Flight Centre Travel Group Ltd and Virgin Money UK.

Australian Eagle Trust Long Short Fund returns +5.45% for January 2020, +20.72% p.a. since inception (Jul16)

The Fund returned +5.45% net of fees for the month of January 2020. The portfolio’s largest positive contributions for the month came from long positions in ResMed Inc, CSL Ltd and Altium Ltd while largest detractors were long positions in Treasury Wine Estates Ltd and Nearmap Ltd and a short position in Link Administration Holdings Ltd.

Australian Eagle Trust Long Short Fund returns -1.76% for December 2019, +29.80% for CY2019, +19.45% p.a. since inception (Jul16)

Portfolio Overview – Dec 2019 The Fund returned -1.78% net of fees for the month of December 2019. The portfolio’s largest positive contributions for the month came from long positions in Fortescue Metals Group and Pushpay Holdings and a short position in Whitehaven Coal while largest detractors were long positions in Treasury Wine Estates, Japara […]