Funds

Alleron Investment Management offers wholesale investors:

Performance of Australian Eagle Trust Long-Short Fund

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

alleron_long-short_performance_22-09-2016

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.