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The APAEF is a long/short Australian managed fund with a core focus on downside risk protection. If you’re looking for stable long-term investment returns but are concerned about share market volatility, the APAEF may be a good choice for you.
The APAEF is a long-bias equity market product which typically buys or short sells Australian listed securities and ASX200 futures contracts, with a core focus on downside protection.
Risk management is an essential part of our DNA. We are not prepared to accept large drawdowns in the funds entrusted to us by our investors, the reality faced by most long-only fund managers during market downturns.
These active hedging and trading strategies helped protect and grow investor capital during the COVID-19 led market crash, and have powered the Fund’s long-term market outperformance.
Nicolas Bryon
Fund Manager
Nicolas has been managing multi-billion dollar portfolios for global financial institutions and numerous hedge funds for over 20 years and helped preserve and grow capital through the GFC, several crashes, corrections and recessions.
George Paxton
Fund Manager
George is an experienced fund manager and financial analyst with an extensive portfolio of financial services skills. Previous experience includes senior positions providing banks and hedge funds with actionable intelligence and analysis.
Habib Chebli
Client Relationship Manager
Habib joined APSEC Funds Management in June 2019 to act as a client liaison and develop and grow Funds Under Management (FUM) through assisting Direct Investors, SMSF Trustees and Independent Financial advisers.
In the face of the prevailing economic headwinds of 2020, which look set to continue in 2021, many investors face the choice of keeping their savings in cash, with near zero returns, or risking exposure to the current extreme volatility of the share market.
Fortunately for risk-averse investors who still want appreciable capital gains, the APAEF may offer an attractive solution.
Get in touch today and we’ll send you all the information you need to help decide how the APAEF’s long/short investment approach could help diversify and add protection to your investment portfolio.
Important information:
All information correct as at December 16, 2020.
*Source: FE fundinfo, October 27, 2020 https://investmentcentre.moneymanagement.com.au/factsheets/mi/k1fx/apsec-atlantic-pacific-australian-equity
** Fund Returns are prepared on a redemption unit price basis after management and performance fees inclusive of GST. Distributions are assumed to be re-invested at the mid unit price. Individual tax is not taken into account in deriving Fund Returns. In calculating the NTA, the Atlantic Pacific Australian Equity Fund (“Fund”) asset values have been calculated using unaudited price and income estimates for the month being reported. Past performance is not indicative of future performance.
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The information in this website and linked documents have been prepared by APSEC Funds Management Pty Limited (ABN 48 152 440 723; APSECFM) a corporate representative (CAR: 411 859) of APSEC Compliance & Administration Pty Limited (AFSL: 345 443. ABN 30 142 148 409; APSECCA). The information presented within this website is provided on a general advice basis only. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. The information does not take account any person’s objectives, financial situation or needs and before acting, an investor should consider the appropriateness of the investment having regard to their objectives, financial situation and needs. The information is provided to investors and potential investors only and must not be copied or disclosed in whole or in part passed without prior written consent of APSECFM. Past performance is not an indicator or guarantee of future performance. Investment performance is presented net of investment management fees and other expenses, including custody. APSECFM believes the information contained in this communication is reliable, however, no warranty is given as to its accuracy and persons relying on this information do so at their own risk. You must not rely on any information contained in this website as errors or changes may occur in the processing, accessing and storage of the website. You should consider the relevant offer document (Product Disclosure Statement) prior to making any investment decision. APSECFM and APSECCA are related parties within the Australian Amalgamated Investment Group Limited (ABN: 81 140 208 288) group of companies (“AAIG”). Other entities within AAIG include: Amalgamated Australian Investment Solutions Pty Limited (formerly Independent Advisor Solutions Pty Limited) (ABN: 61 123 680 106. AFSL: 314 614), HC Securities Pty Limited (ABN: 78 117 830 805. CAR: 297 316), Atlantic Pacific Securities Pty Limited (ABN: 72 135 187 085. CAR: 339207), Ascot Securities Pty Limited (ABN: 45 075 902206. AFSL: 246 718), the Australian Stock Report Pty Limited (ABN: 94 106 863 978. AFSL: 301“682) and Australian Investment & Insurance Group Limited (ABN: 93 068 486 126. AFSL: 226 405) (“AAIG group”). Any comments, suggestions or views presented within this website are not necessarily those of AAIG or any entity within the AAIG group nor do they warrant a complete or accurate statement. Not all products and services referred to on this website are provided by the same AAIG group company. Any comments, suggestions or views presented within this website are not necessarily those of AAIG or any entity within the AAIG group nor do they warrant a complete or accurate statement. Not all products and services referred to on this website are provided by the same AAIG group company. This website, and the information provided on this website is intended only for residents of Australia from within Australia and is not intended for any person who is a resident of another country. Information and documents that may be accessed from this website do not constitute an offer to sell or the solicitation of an offer to buy any services, securities or product of any member of the AAIG group in any jurisdiction. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”). ©2019 copyright APSEC Funds Management Pty Limited (ACN: 152 440 723).
