Strong stable investment returns
For over 8 years our core focus on risk management has helped diversify, preserve and grow investor capital across all market cycles:
With the current volatility facing equity markets, how will you protect your investments in the next major correction?
Atlantic Pacific Australian Equity Fund (APAEF)
If you’re looking for appreciable long-term investment returns to support the future you deserve, but are concerned about share market risk, the APAEF may be a good choice for you.
The APAEF is an Australian owned long/short (hedge) fund which typically buys or short sells Australian listed securities and ASX200 futures contracts, offering downside protection, while still providing strong upside returns.
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 stable returns.
Reasons to invest
Meet the team
Nicolas Bryon
Fund Manager
BEc (Hons) Macquarie University
Nicolas is an experienced fund manager and has been involved in analysing companies and managing portfolios within financial markets for over 20 years. This experience has included managing multi-billion dollar portfolios with leading global financial institutions as well as numerous hedge funds investing in Australia and global markets. Nicolas is the creator of the Halo Technologies investment research platform. Nicolas is accustomed to utilising numerous strategies including ‘Long-only’ Australian equities, Market neutral, Quant and ‘Long/Short’ Asia, where he lead a team that preserved capital for investors during the GFC.
George Paxton
Fund Manager
BA (Hons) Law & Economics Queen Mary U. of London; CFA qualified.
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. Prior to this, George managed a team of Research Analysts within a hedge fund research product in London. The experience also entailed corporate finance advisory, with a focus on mergers and acquisitions and analysis within the North American, European and Asian markets.
Michael Nair
Quantitative Analyst
Bachelor of Commerce (BCom), Actuarial Science, University of Melbourne
Michael is a financial analyst with over 12 years of experience in the financial services sector, ranging from boutique firms such as Lincoln Indicators, to industry majors National Australia Bank and Gen Re. Prior to this Michael served in the Armed Forces of Singapore, where he achieved the rank of 3rd Sergeant.
Michael joined APSEC in November 2021 to add extra quantitative rigour to the investment team and support further product enhancements for the Fund.
Habib Chebli
Senior BDM and Client Relationship Manager
BEc (Hons) La Trobe University; Post Grad Diploma Finance & Investment
Habib has over 15 years of experience in the financial services industry and joined APSEC Funds Management in June 2019 to develop and grow Funds Under Management (FUM) through assisting clients including High Net Worth Investors, SMSF Trustees and Independent Financial advisers achieve their financial objectives. Prior to APSEC, Habib worked as a Senior Business Development Manager at Lincoln Managed Investments for 7 years, helping funds under management grow from approximately $100 mil to $570 mil.
Felix Trong
BDM and Client Relationship Manager
Post-Grad certificate, Applied Finance, Macquarie University
Felix has over 14 years of experience in the financial services industry and joined APSEC Funds Management in May 2019 to develop and grow funds under management (FUM) through assisting High Net Worth Investors, SMSF Trustees and Independent Financial advisers achieve their financial objectives. Prior to APSEC, Felix worked as a Business Development Manager at Lincoln Managed Investments. During his time at Lincoln, funds under management grew from approximately $200 mil to $560 mil.
How prepared is your portfolio for the next major correction?
Rising bond yields, global economic pressures and increasing inflation are continuing threats to soaring equity valuations, which could cause sudden downward pressure on market pricing.
Many investors are naturally wary of the potential impacts of another major market correction.
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.
Rising bond yields, global economic pressures and increasing inflation are continuing threats to soaring equity valuations, which could cause sudden downward pressure on market pricing.
Many investors are naturally wary of the potential impacts of another major market correction.
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 February 28, 2022.
* 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.
^Source: APSEC Funds Management, February 28, 2022: https://www.apsec.com.au/wp-content/uploads/2022/Fund-Performance-Reports/APAEF_202202.pdf
^^Source: Australian Fund Monitors Product Assessment – Atlantic Pacific Australian Equity Fund, February 2022
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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).
Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL240975, is the Responsible Entity of the Fund. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX:EQT). APSEC Funds Management Pty Ltd (APSECFM) ACN 152 440 723 is the Investment Manager of the Fund and a Corporate Authorised Representative (CAR: 411859) of APSEC Compliance and Administration Pty Limited (AFSL 345 443 ACN 142 148 409)
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