Australian Eagle Trust

ALR2783AU

Australian Eagle Trust ALR2783AU Strategy

In managing the Fund, Australian Eagle Asset Management’s strategy is to buy a leveraged exposure to superior quality stocks identified by Australian Eagle Asset Management’s bottom-up research process, funded by short selling lower quality stocks that the research process has historically identified as underperformers. These superior companies can be characterised by great management who are committed to shareholders, operate in a growing market, and have a long-term competitive advantage.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
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Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Listed Investment Companies monthly performance: May 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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