Eligible Users:
All information on this page is only intended to be accessed by the following persons: (i) ‘Sophisticated Investors’ or ‘Wholesale Clients’ as defined by the Corporations Act; or (ii) persons who are not prohibited to access the Site or receive the information in their relevant jurisdiction under the applicable laws (each an “Eligible User”). By clicking on the “ENTER” button, you confirm that you are an Eligible User. If you are not an Eligible User, please click on the “EXIT” button.
No offer or advice:
Nothing on the website should be construed as a solicitation, offer or invitation, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Regal is not providing any personal advice or recommendation regarding any financial products within the meaning of section 766B of the Corporations Act. No consideration has been made of any person’s investment objectives, financial situation and/or needs. Prospective investors should make their own enquiries and should seek all necessary financial, legal, tax and investment advice.
Please Agree the terms to visit page
Close- The Australian Eagle Trust Long-Short Fund
- Performance of Australian Eagle Trust Long-Short Fund
- Alleron Growth High Conviction Equity
- Performance of Alleron Growth High Conviction Equity
The Australian Eagle Trust Long-Short Fund
The Australian Eagle Trust Long-Short Fund aims to achieve strong double digit returns by allowing clients to access Alleron’s demonstrated historical strength in constructing Australian share portfolios applied to a long-short product.
Modelling a combination of Alleron’s actual long investment performance since 2005 in conjunction with a short selling discipline, suggests that this product can provide strong investment returns along with an alpha performance that is negatively correlated to the broader Australian equity market.
Australia Ratings conducted a review of the Fund which resulted in a “Very Strong” rating as at April 2018.
Performance of Australian Eagle Trust Long-Short Fund
The performance of the Australian Eagle Trust Long-Short Fund is divided into two sections:
1. Actual performance for the live fund (net of fees) from July 2016 onwards
2. Hypothetical performance for the period 7 Feb 2005 – 30 Jun 2016
Actual Performance of Invested Fund
Australian Eagle Trust Long-Short Fund Hypothetical Return
The long component of the hypothetical hedge fund results follow the same process as the Alleron long only portfolio which has an eleven year track record. The short component sells stocks that Alleron identifies as part of its research process to be of lower quality than its long portfolio and stocks that may be fully valued relative to their prospects. Returns are before fees and taxes.
Alleron Growth High Conviction Equity
This product was launched in February 2005 and since that time has provided exceptional outperformance of around 300 basis points per annum above the index.
This high conviction approach typically invests in 25 to 35 stocks on an index-independent basis. It implements Alleron’s investment philosophy in a risk efficient manner, buying undervalued stocks that have a margin of safety and a real possibility for transformational growth.
Performance of Alleron Growth High Conviction Equity
The Alleron Growth High Conviction Equity fund has generated consistent returns against the ASX 100 since its inception in Feb 2005.