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  5. Australian Eagle Equities Fund - Managed fund profile

Australian Eagle Equities Fund - Managed Fund

Fund Objective
The Fund's objective is to outperform the S&P/ASX 300 Accumulation Index over a rolling 5-year period.
Fund Strategy
The Strategy seeks to identify high-quality; undervalued companies with the potential to deliver exceptional returns. The investment team looks for companies that exhibit strong fundamentals and are undergoing a 'change' that can enhance their earnings profile. These investments are held for the long term with the aim of allowing their high-quality characteristics to translate into superior returns.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -3.79% -2.56% 2.77% 9.94% 10.29% 9.24% 8.87% 7.51%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
93.76%
International Equities
4.09%
Cash
-0.76%
Property
2.04%
Fixed Interest
0.25%
Alternatives
0.62%

General Information

Fund Details
Type Description
Australian Eagle Equities Fund
Fundhost Limited
FHT4600AU
Equity Australia Large Blend
Not Rated
Investment Fund
17 Feb 2025
n/a
$0.9409 (as at 17 Mar 2025)
$0.9362 (as at 17 Mar 2025)
Open
Offer information
Type Description
Minimum initial investment $25,000
Minimum additional investments $1,000.00

FAQs about the Australian Eagle Equities Fund

The objective of the Australian Eagle Equities Fund managed fund is The Fund's objective is to outperform the S&P/ASX 300 Accumulation Index over a rolling 5-year period.

The strategy of the Australian Eagle Equities Fund managed fund is The Strategy seeks to identify high-quality; undervalued companies with the potential to deliver exceptional returns. The investment team looks for companies that exhibit strong fundamentals and are undergoing a 'change' that can enhance their earnings profile. These investments are held for the long term with the aim of allowing their high-quality characteristics to translate into superior returns.

The APIR code of the Australian Eagle Equities Fund managed fund is FHT4600AU.

Australian Eagle Equities Fund’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2025.

Australian Eagle Equities Fund’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 28 Feb 2025.

Australian Eagle Equities Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2025.

Australian Eagle Equities Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the Australian Eagle Equities Fund managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Australian Eagle Equities Fund managed fund is Fundhost Limited.

The Australian Eagle Equities Fund managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at , the size of the Australian Eagle Equities Fund managed fund was $ million.

The Australian Eagle Equities Fund managed fund has an inception date of 17 Feb 2025.

The current entry price of the Australian Eagle Equities Fund managed fund is $0.9409 per unit and the current exit price is $0.9362 per unit (as at 17 Mar 2025).

The current exit price of the Australian Eagle Equities Fund managed fund is $0.9362 per unit and the current entry price is $0.9409 per unit (as at 17 Mar 2025).

The minimum initial investment amount for the Australian Eagle Equities Fund managed fund is $25,000. Minimum additional investment is $1000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.