09:00 – 17:30

Monday to Friday

13/130 Pitt Street,

Sydney, NSW 2000

Welcome to APSEC Funds Management – Celebrating 7 Years of Investing Better.

09:00 – 17:30

Monday to Friday

13/130 Pitt Street,

Sydney, NSW 2000

Higher returns and lower volatility than the ASX200

For over 7 years our core focus on risk management has preserved investor capital from market downturns, providing superior long-term returns:

 

> 9.4% annualised returns p.a.** as at September 30, 2020 vs 6.6% for the ASX 200 since inception in June 2013, net of all fees

> Rated lower volatility than the ASX200 by FE fundinfo*

> One year return is 20.6% p.a.** as at September 30, 2020

How prepared is your portfolio for the next major correction?

Atlantic Pacific Australian Equity Fund (APAEF)

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.

Reasons to invest

FE fundinfo google lp image 2020-10-20_22-55-12

In August 2020, the APAEF was awarded a coveted 5 Crown Fund Rating by FE fundinfo, parent company of Money Management, placing the APAEF in the top 10% of its assessed benchmark of more than 500 comparable Australian managed funds.

Annualised returns since inception in June 2013 of the Fund are 9.4% p.a.** vs the S&P/ASX200 Accumulation Index returning 6.6% p.a. as at September 30, 2020.

Moreover, FE fundinfo assess the APAEF as delivering these returns with lower volatility than the ASX200*, due to the focus on risk management. Through the turmoil of 2020, this has helped the Fund return 20.6%** for the 12 months to September 30, 2020 vs the S&P/ASX200 Accumulation Index returning -10.2% p.a., an excess return of 30.8%.

Investor testimonial

I started with APSEC last year.

I also entered the share market at the same time. APSEC capital is up $60,000 & my shares are down $40,000.

Thanks to Habib, Felix and the APSEC Fund Managers for doing such a great job in protecting and growing my capital during these times.

This is exactly the sort of investment I was looking for.

Jenny Poett, October 2020.

Jenny & Greg Poett photo framed

Meet the team


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.

Felix Trong

Client Relationship Manager

Felix joined APSEC Funds Management in May 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.

How prepared is your portfolio for the next major correction?

In the face of the prevailing economic headwinds of 2020, 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 October 20, 2020.

*Source: FE fundinfo, October 13, 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.

Privacy Policy

The www.apsecfm.com.au website (“this website”) is owned by APSEC Funds Management Pty Limited (ABN: 48 152 440 723) (“APSECFM”) a corporate representative (CAR: 411859) of APSEC Compliance & Administration Pty Limited (AFSL: 345443. ABN 30 142 148 409) (“APSECCA”). APSECFM and ASPECCA are part of Amalgamated Australian Investment Group Limited (ABN 81 140 208 288). Your access to this website is subject to our Privacy Policy and terms set out within the disclaimer. Refer to our Privacy Policy and the disclaimer for further detail.
Disclaimer

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).

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