Funds

Australian Eagle Asset Management offers retail and wholesale investors:

Australian Eagle Trust Long-Short Fund

The Australian Eagle Trust Long-Short Fund

The Australian Eagle Trust Long-Short Fund aims to outperform the Australian share market over 5 year periods by allowing clients to access Australian Eagle’s demonstrated historical strength in constructing Australian share portfolios applied to a long-short product.

Modelling a combination of Australian Eagle’s actual long investment performance since 2005 in conjunction with a short selling discipline, suggests that this product can provide strong investment returns along with an alpha performance that is negatively correlated to the broader Australian equity market.

The Fund won The Australian Alternative Investment Awards Best Long Short Equity Fund 2019 Award.

 

Hedge Funds Rock Disclaimer

© 2019 Hedge Funds Rock and the Australian Alternative Investment Awards. All rights reserved. The information, data, analyses, and opinions contained herein include the proprietary information of Hedge Funds Rock and the Australian Alternative Investment Awards and may not be copied or redistributed without prior approval, do not constitute investment advice offered by Hedge Funds Rock and the Australian Alternative Investment Awards and are provided solely for informational purposes and therefore are not an endorsement of a fund or fund manager. Hedge Funds Rock and the Australian Alternative Investment Awards shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. Hedge Funds Rock and the Australian Alternative Investment Awards does not guarantee that a fund or fund manager will perform in line with its nominated award as it reflects past performance only. Likewise, any award should not be any sort of guarantee or assessment of the creditworthiness of a fund or fund manager or of its underlying securities and should not be used as the sole basis for making any investment decision.

Disclaimer

This publication has been prepared and issued by Australian Eagle Asset Management Pty Limited ABN 89 629 484 840, a corporate authorised representative of Alleron Investment Management Pty Ltd, AFSL 278856, as investment manager of Australian Eagle Trust, and is only for the use of persons who are wholesale clients within the meaning of section 761G of the Corporations Act 2001 (Cth) (“Corporations Act”). It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement, available by calling Australian Eagle Asset Management on (02) 8252 7559 or visiting our website http://austeagle.com/wp-content/uploads/2019/04/Australian-Eagle-Trust-PDS.pdf, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.

Performance of Australian Eagle Trust Long-Short Fund

Past performance is not an indicator of future performance.