Click play below to view a recording of our latest webinar titled “The Fund delivering higher returns and lower volatility than the ASX200.”
What was covered
In the face of the prevailing 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. In August 2020, the Atlantic Pacific Australian Equity Fund (APAEF) was awarded a coveted 5 Crown Fund Rating by FE fundinfo*, 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*.
The Fund team discussed the importance of risk management for long-term wealth creation and preservation. They also provided insights into the Fund’s active hedging and trading strategies and how you can apply these lessons to your own portfolio.
*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.