1900x235-Slider

APSEC Funds Management was established in 2012 and is a Sydney-based equity fund manager. We are focused on strong investment performance across all investment cycles while minimizing risk and downside volatility.

Investors in the fund will benefit from the unique insight and experience of investment professionals who have navigated various investment cycles over the past two decades.

Our investment philosophy and rationale is guided by four inter-related processes which determine the likely ability of an individual investment to produce a risk-adjusted return.

The Atlantic Pacific Australian Equity Fund (APAEF) is available to all ASR Wealth Adviser clients and is centred around Australian Equities expected to out-perform the market.

 

The Fund

apsec-investment-strategy-1

The primary objective of the 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 excellent opportunity for ASR Wealth Advisers clients to participate in a managed investment scheme who invests in a diversified portfolio of small to large cap Australian-listed securities. Cash, cash equivalents, convertible notes and derivatives may also be included.

If you would like to learn more about APSEC Funds Management and the APAEF, please contact us on enquiries@apsec.com.au or call us on (02) 8356 9356.