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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),…

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.

When George Paxton and I started the Atlantic Pacific Australian Equity Fund (APAEF) 10 years ago, in June 2013, we had a core aim to do things differently and create a Fund that would not only provide positive returns, but would also protect investor capital when share prices drop.

Australian Fund Monitors recently interviewed APSEC BDM and Client Relationship Manager Habib Chebli to learn more about the Atlantic Pacific Australian Equity Fund (APAEF).

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,…

The trillions of dollars of stimulus propping up economies and asset markets since the March 2020 COVID-19 crash have now, inevitably, led to overheating global economies leading to surging inflation which central banks globally are struggling to rein in. In addition, further passthrough of inflation due to surging energy prices brought about by the Ukraine…