Click play below to view a recording of our latest webinar titled “Managing investment risk in turbulent times.”
What was covered
Rising interest rates, falling house prices and global economic pressures are continuing threats to equity valuations, which could again cause sudden downward pressure on market pricing.
Many investors are, naturally, wary of the potential impacts of another major market correction and are looking for ways to manage portfolio risk.
The Atlantic Pacific Australian Equity Fund (APAEF) was founded with a core focus on downside protection, using active hedging and trading strategies to reduce exposure to adverse market conditions. As at May 31, 2023, the largest drawdown the Fund has experienced since inception in June 2013 was -7.7% while the largest drawdown for the S&P/ASX 200 in the same time period was -26.7%.*
in Singapore on November 30, 2022, the APAEF was recognised with a best-in-class award win at the prestigious HFM Asian Performance Awards, which are quantitatively based and reflect the two primary aims of hedge funds – to manage volatility, and to deliver positive returns for investors.
Fund Manager Nicolas Bryon and the team shared exclusive insights into the Fund’s market and economic outlook, the APAEF’s hedging and trading strategies, and how these lessons can apply to your own investment portfolio.
How prepared is your portfolio for the next major correction?
As at May 31, 2023, annualised returns since inception in June 2013 of the Fund are 8.5% p.a.* vs the S&P/ASX200 Accumulation Index returning 8.2% p.a.
Importantly, due to our core focus on downside protection, FE fundinfo assess the as Fund as relatively lower risk, currently rating the APAEF at 77% of the volatility of the ASX200**.
Investing with ASPEC Funds Management
The APAEF accepts new applications daily, with the cutoff time of 2pm AET. Full application instructions can be found here: https://www.apsec.com.au/how-to-invest/
Or, for more information contact the team on 1300 379 307 or email enquiries@apsec.com.au.
* 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 a reliable indicator of future performance. APSEC Funds Management does not warrant that future forecasts are guaranteed to occur.
** Source: FE fundinfo, May 31, 2023: https://investmentcentre.moneymanagement.com.au/factsheets/mi/k1fx/apsec-atlantic-pacific-australian-equity
^ Source: APSEC Funds Management, May 31, 2023: https://www.apsec.com.au/wp-content/uploads/2023/Fund-Performance-Reports/APAEF_202305.pdf
