Australian Eagle Trust upgraded to Superior rating from Australia Ratings

Sean Sequeira

Sean Sequeira

Australian Eagle Trust Long-Short Fund has been upgraded to a Superior rating from Australia Ratings.

Australia Ratings stated in their announcement: A rating of SUPERIOR is the highest rating on the investment rating scale used by Australia Ratings. A SUPERIOR investment rating indicates the highest level of confidence that the Trust can deliver a risk-adjusted return in line with its investment objectives.

“We are delighted the consistent application of our investment process has been recognised with the upgrade to “SUPERIOR” for our Long-Short fund by the highly respected Australian Ratings. During the last 12 months the market conditions have been incredibly challenging for all, and the consistent adherence to our rigorous investment process has been the cornerstone of our results for investors.

“It is gratifying that the Australia Rating team has recognised the quality of our efforts. We are also pleased to note that both our Long-Short and Long only funds continue to have increased traction with FUM increasing by over a $100 million in the last 12 months,” said Sean Sequeira, CIO, Australian Eagle Asset Management.

Australia Ratings also noted that since its inception in 2016 (launched as a retail fund in April 2019), the Trust has focused on investment in Australian equity using a combination of long-short, high alpha: growth, bottom-up, medium capitalisation, and high-conviction investment styles.
The Australian Eagle Trust Long-Short Fund has outperformed the ASX 200 by 9.86% p.a. since start.

By Sean Sequeira CFA, CIO

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