Australian Eagle Asset Management offers retail and wholesale investors:
Australian Eagle Trust Long-Short Fund
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.
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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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
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.
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.
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