Funds
Australian Eagle Asset Management offers wholesale investors:
Australian Eagle Equity Fund (Long-Only)
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All information on this page is only intended to be accessed by the following persons: (i) ‘Sophisticated Investors’ or ‘Wholesale Clients’ as defined by the Corporations Act; or (ii) persons who are not prohibited to access the Site or receive the information in their relevant jurisdiction under the applicable laws (each an “Eligible User”). By clicking on the “ENTER” button, you confirm that you are an Eligible User. If you are not an Eligible User, please click on the “EXIT” button.
No offer or advice:
Nothing on the website should be construed as a solicitation, offer or invitation, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Australian Eagle is not providing any personal advice or recommendation regarding any financial products within the meaning of section 766B of the Corporations Act. No consideration has been made of any person’s investment objectives, financial situation and/or needs. Prospective investors should make their own enquiries and should seek all necessary financial, legal, tax and investment advice.
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CloseAustralian Eagle Equity Fund (Long-Only)
This product was launched in February 2005 and since that time has provided exceptional outperformance of around 400 basis points per annum above the index.
This high conviction approach typically invests in 25 to 35 stocks on an index-independent basis. It implements Australian Eagle’s investment philosophy in a risk efficient manner, buying undervalued stocks that have a margin of safety and a real possibility for transformational growth.
Performance of Australian Eagle Equity Fund (Long-Only)
The Australian Eagle Equity Fund (Long-Only) has generated consistent returns against the ASX 100 since its inception in Feb 2005.
Chart by Visualizer
Past performance is not an indicator of future performance.
Long-Only Monthly Reports
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FOR WHOLESALE INVESTORS
Australian Eagle Asset Management Ltd ABN 89 629 484 840, a corporate authorised representative of Alleron Investment Management Pty Ltd AFSL 278856 Suite 301, Level 3, 161 Walker Street, North Sydney NSW 2060, ("Australian Eagle") operates this website and is authorised to provide financial services to wholesale clients only. The information, products and services described in this website ("Information") is not available for use by any person who is a retail client within the meaning of section 761G of the Corporations Act 2001 (Cth).
The Information comprises general information about products and services provided by Australian Eagle and does not take into account your personal objectives, financial situation or needs. Where the Information constitutes a statement about past performance of any financial product or investment return generated by Australian Eagle, that statement is in no way to be interpreted as indicative of future performance.
The Information does not constitute advice or a recommendation to invest in Australian Eagle's products or services. The Information is not an offer to enter into a legally binding contract and does not form part of the terms and conditions for any such products or services. Before acting on the Information, you should consider the appropriateness of the Information and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making an investment decision (including a decision about whether to acquire or continue to hold) about a financial product.
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- You are a wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth); and
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