Atlantic Pacific Australian Equity Fund

Equity Trustees Limited (ABN 46 004 031 298) is the responsible entity of the Atlantic Pacific Australian Equity Fund ARSN 158 861 155 and the holder of AFS Licence number 240975.

The Fund offers an opportunity for investors to participate in a managed investment scheme which holds a core portfolio of equity investments managed by an experienced investment team, APSEC Funds Management Pty Ltd (Investment Manager). The Investment Manager is an Authorised Representative within the APSEC Group.

The Fund will invest in a diversified portfolio of small to large cap Australian listed securities, and securities in respect of which listing has been proposed.  Cash, cash equivalents, convertible notes and derivatives may also be included.

The primary objective of the Atlantic Pacific Australian Equity Fund is to generate a mixture of capital and income returns for investors with a high risk profile, over a 5 to 7 year investment period.

The Investment Manager aims to distinguish itself from similar investment managers through:

  • the skills and experience of its fund managers, who have each had significant experience in equities analysis and portfolio management;
  • a fee structure which rewards the Investment Manager on the basis of the Fund outperforming the S&P/ASX200 Accumulation Index; and
  • a dedicated team of fund managers who are focused only on the management and performance of the Fund and no other funds.

Should you have any queries, please contact us on or call us on (02) 8356 9356.

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