APSEC Fund Management was established in 2012 and is a Sydney based equity fund manager. We are focused on strong investment performance across all investment cycles. Our core aim is to capture upside volatility while minimising downside volatility. We believe this underlying philosophy will position us to outperform over the long term.

Investors will benefit from the unique insights and experience of the staff who manage APSEC Funds Management, having navigated various investment cycles over the past decade. The investment process is dominated by four inter-related processes which determine the likely ability of an individual investment to produce a risk-adjusted return. The four processes are depicted below.

The Atlantic Pacific Australian Equity Fund is our first product offering focusing on investments in Australian Equities. After operating successfully in the Australian market for over three years, we have been independently awarded a 3-Star rating from Morningstar.

The Atlantic Pacific Australian Equity Fund received an Approved Rating as at October 2016 from Independent Investment Research. A copy of the report can be downloaded here.


The Fund

apsec-investment-strategy-1The primary objective of the Atlantic Pacific Australian Equity Fund (APAEF or Fund) is to generate a mixture of capital and income returns for investors with a high risk profile, over a 5 to 7 year investment period.

The Fund offers an opportunity for investors to participate in a managed investment scheme which holds a core portfolio of equity investments managed by an experienced investment team, APSEC Funds Management Pty Ltd (Investment Manager). The Investment Manager is an Authorised Representative of APSEC Compliance and Administration Pty Ltd.

The Fund will invest in a diversified portfolio of small to large cap Australian listed securities, and securities in respect of which listing has been proposed.  Cash, cash equivalents, convertible notes and derivatives may also be included.

Should you have any queries, please contact us on enquiries@apsec.com.au or call us on (02) 8356 9356.