Six key reasons to invest in a managed fund

Data driven insights into the benefits of professional investment management (Note, this article was originally published in February 2021 and has been updated in April 2023.) The share market is a popular investment choice for many Australians looking to grow or protect their wealth over time. According to the ASX Australian Investor Study 2020 (1),…

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July 5, 2023 Webinar Recording

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.

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APSEC FM 9th Anniversary Timeline Infographic

As we celebrate  the 9th anniversary of the Atlantic Pacific Australian Equity Fund, we’re proud to share some of the milestones of the journey so far. Pleasingly, we can report that if an investor investor invested $100,000 into the APAEF in June 2013 and reinvested all distributions, their initial investment would now be worth $223,400,…

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Proven long-term protection from downside market volatility

A perfect storm of economic headwinds The past 6 months have been a turbulent period for share market investors, with the S&P/ASX 200 down substantially from its August 2021 highs, losing -4.2% for the 6 months ending February 28, 2022. Through this challenging period, the Atlantic Pacific Australian Equity Fund (APAEF’s) focus on proactive risk…

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February 2022 Webinar Recording

Click play below to view a recording of our latest webinar titled “The Fund protecting investors from market volatility.” What was covered As we’ve warned for some time, the trillions of dollars of stimulus propping up economies throughout the pandemic are now creating heightened inflationary pressures, forcing central banks to tighten monetary policy and raise…

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