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Australian Eagle Trust Long Short Fund

Fund Established


July 2016

Size of the Fund *As at 30/06/2024


$391m


Why invest

  • The Fund aims to provide capital growth over the long term through leveraged investment in Australian securities. The objective is to outperform the S&P/ASX 100 Accumulation Index[1] over five years.
  • Excess returns: an enhanced potential for excess returns through the use of short selling techniques and the use of leverage.
  • Track record: to date the Fund has achieved significant out-performance, delivering a net return of 14.99% p.a.[2] since inception in July 2016 to 31 January 2024.
  • Portfolio diversification: the Fund uses an index-independent approach and seeks diversification by investing in 25 to 35 stocks in the long portfolio and 12 to 25 stocks in the short portfolio. The short positions more fully utilise Australian Eagle’s research effort and may result in a lower portfolio correlation with markets by holding both long and short positions.
  • Access to an investment strategy: that would ordinarily be difficult for individual investors to employ, that uses an enhanced potential for excess returns through the use of short-selling techniques and leverage.

[1] Outperformance of the S&P/ASX 100 Accumulation Index is not guaranteed.
[2] Past performance is not indicative of future performance. Specific risks of the Fund may impact on the possibility of such a return in future.

We are delighted to be working with Montgomery and the team to distribute our Long Short Fund. This product takes full advantage of our total research capabilities on both the long and short side, enabling us to use a broader toolkit to generate returns compared to long-only or more passive strategies. Together with the Montgomery team’s drive and reach, this will help us reach a broader investor base who can benefit from the opportunity to access the benefits of our proven investment process.
Sean Sequeira
Chief Investment Officer

Please complete the form below to receive PDS and full documentation on the Australian Eagle Trust Long Short Fund. We encourage any financial advisers to use the adviser portal to access the PDS. See the Advisers Access button above.

 

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