How to Invest

Invest in the Australian Eagle Trust (Long-Short Fund) (Retail & Wholesale)

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.

The Australian Eagle Trust (Long-Short Fund) is available for retail and wholesale investors. Please click on one of the links below to go to the Online Application Portal or the Downloadable Forms page of our website to view the Product Disclosure Statement (PDS) and other application forms.

Download Product Disclosure Statement (PDS)

Compliance Committee Changes – Perpetual

Apply Online

Downloadable Forms Page

Invest in the Australian Eagle Equity Strategy (Long-Only) (Institutions only)

The Australian Eagle Equity Strategy (Long-Only) is available to eligible institutional wholesale investors who are aware of the risks associated with the trading activities undertaken by the fund.

Please contact Australian Eagle Asset Management directly for more information on how to invest.