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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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CloseInvest 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
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.