Category Archives: Monthly Report

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 […]

Australian Eagle Trust Long Short Fund returns +3.80% for November 2019

The Fund returned +3.80% net of fees for the month of November 2019. The portfolio’s largest positive contributions for the month came from long positions in Xero, Cochlear and CSL while largest detractors were short positions in Virgin Money UK plc, Caltex Australia and a long position in National Australia Bank.