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.

This product is likely to be appropriate for a consumer seeking capital growth to be used as a core or satellite component within a portfolio where the consumer has a medium or long investment timeframe, VERY HIGH RISK/RETURN profile and needs daily access to capital. Investors should refer to the TMD for further information. Historical analysis has shown that an investment that is considered VERY HIGH RISK is estimated to result in 6 or more  negative annual returns in any given 20 year period.

Investment in the Australian Eagle Trust is available on the platforms below. Alternatively, investment is also available directly online through the fund’s fund administrator, Mainstream.

 

Investment Platform Availability

                                

 

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 https://austeagle.com/wp-content/uploads/2022/10/Australian-Eagle-Trust-PDS_Oct22-Final.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.

The Trust Company (RE Services) Ltd ABN 45 003 278 831 AFSL 235150, part of Perpetual Limited, is the responsible entity and issuer of units in the Australian Eagle Trust ARSN 632 568 846.

Neither Australian Eagle Asset Management, Alleron Investment Management or any 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

Chart by Visualizer

Past performance is not an indicator of future performance. The Trust may be of a different return and risk profile than the S&P/ASX 100 Acc Index.