As we celebrate the 9th anniversary of the Atlantic Pacific Australian Equity Fund, we’re proud to share some of the milestones of the journey so far.
Pleasingly, we can report that if an investor investor invested $100,000 into the APAEF in June 2013 and reinvested all distributions, their initial investment would now be worth $223,400, after all fees have been deducted.* Individual tax has not been taken into account. Read more
The trillions of dollars of stimulus propping up economies and asset markets since the March 2020 COVID-19 crash have now, inevitably, led to overheating global economies leading to surging inflation which central banks globally are struggling to rein in. In addition, further passthrough of inflation due to surging energy prices brought about by the Ukraine Invasion is extending the inflation cycle.
Nicolas Bryon, the Fund Manager of the Atlantic Pacific Australian Equity Fund (APAEF), has been warning since late 2021, of the impending rise in interest rates and the “reactionary tales” of central banks that would follow. Read more
Click play below to view a recording of our latest webinar titled “The Fund protecting investors from market volatility.”
What was covered
As we’ve warned for some time, the trillions of dollars of stimulus propping up economies throughout the pandemic are now creating heightened inflationary pressures, forcing central banks to tighten monetary policy and raise interest rates sooner than planned. Read more
In the next market correction, how will you protect your investments?
Ongoing concerns in recent months about rising inflation have now been compounded by a slew of emerging economic disruptions, including financial shocks to multiple sectors in China, energy shortages, global supply chain disruptions and the resurgence of the pandemic, among many others. Read more
The share market is a popular investment choice for many Australians looking to grow or protect their wealth over time.
According to the ASX Australian Investor Study 2020 (1), of 19.4 million adult Australians, 46% (9 million) held investments other than their primary residence, with another 900,000 planning to begin investing in the following 12 months. Read more
Originally published 26 May, 2020 in Bloomberg by David Ramli, Bei Hu and Nishant Kumar.
COVID-19 led economic turmoil has seen wild swings in equities markets since February, with few fund managers being able to consistently generate positive returns. Read more
A perfect storm of economic headwinds
The past 6 months have been a turbulent period for share market investors, with the S&P/ASX 200 down substantially from its August 2021 highs, losing -4.2% for the 6 months ending February 28, 2022. Through this challenging period, the Atlantic Pacific Australian Equity Fund (APAEF’s) focus on proactive risk management has seen the Fund return 10.5%, an excess return of 14.2%.* Read more
Click play below to view a recording of our latest webinar titled “Risk management strategies to counter the growing risk of inflation.”
What was covered
With equity prices at speculative all-time highs, higher than expected inflation growth could cause sudden share market sell downs, as bond yields improve and expectations of earnings growth drop. That moment could be upon us sooner than expected. Read more
Click play below to view a recording of our latest webinar titled “New year investment lessons from one of the top performing Fund Managers of 2020.” Read more
Money Management in October reviewed the performance of the Australian equity sector, which has continued to deliver negative returns throughout 2020, due to the ongoing economic fallout from the global pandemic. According to FE Analytics, within the Australian Core Strategies universe, the Australian equities sector had lost -8.21% since the start of the year to 30 September 2020. Read more