7-Year Anniversary Special Offer Banner

The economic turmoil of recent months has highlighted the benefits of the Long/Short investment strategies of the Atlantic Pacific Australian Equity Fund (APAEF), which has returned 28.1% through the volatility of the last quarter and double-digit cumulative returns since inception.

The Fund’s outstanding performance has been featured in leading financial publications, including Bloomberg and the Australian Financial Review. In June 2020, Zenith Investment Partners awarded the APAEF an Approved Rating, validating the team, investment methodology and long-term performance of the Fund.

The Fund, which has been preserving and growing investor capital since June 2013, is celebrating with a 7-year anniversary special – new investors in June will receive a 50 basis points rebate to the management fee in the APAEF! Offer valid until 30 June 2020.

The risk management and proactive trading mantra of the Fund has seen it significantly outperform the market, while also smoothing out volatility during market downturns, as you can see below.

7 Year returns of 100k
*Cumulative returns since inception in June 2013 of the Fund are 10.1% p.a. vs the S&P/ASX 200 Accumulation Index returning 6.6% p.a. as at May 31, 2020.

For investors who are risk-averse and need decent returns to fund their lifestyle into retirement, the Fund offers an attractive solution especially in current market conditions.

Contact the Fund team today to lock in your discount.