Download fund information

• 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 13.77% p.a.^[2] since inception in July 2016 to 31 October 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.}