Funds
Australian Eagle Asset Management offers retail and wholesale investors:
Australian Eagle Trust (Long-Short Fund)
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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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CloseThe 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
The information on this website relating to the Australian Eagle Trust (ARSN 632 568 846) (Fund) is issued by The Trust Company (RE Services) Ltd (ABN 45 003 278 831 AFSL 235150) as responsible entity and the issuer of units in the fund and has been prepared 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 the fund. 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 (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) are 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. 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. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value. Past performance is not indicative of future performance.
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)
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.