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AUSTRALIAN EAGLE TRUST UPGRADED TO SUPERIOR RATING

AUSTRALIAN EAGLE TRUST UPGRADED TO SUPERIOR RATING

Melbourne, Wednesday 21 July, 2020 – Australia Ratings Analytics (Australia Ratings) has assigned an investment rating of ‘SUPERIOR’ ‘to the Australian Eagle Trust (the Trust). A Product Complexity Indicator of ‘YELLOW’ has also been assigned to designate the view that the Fund is a COMPLEX financial product, indicating that the underlying assets require specialist investment skills to acquire and to monitor. This Trust is available to wholesale investors only.

A rating of SUPERIOR is the highest rating on the investment rating scale used by Australia Ratings. A SUPERIOR investment rating indicates the highest level of confidence that the Trust can deliver a risk-adjusted return in line with its investment objectives.

The Australian Eagle Trust is managed by Australian Eagle Asset Management P/L, a Sydney-based investment management business, whose structure enables equity participation for team members. The investment philosophy, investment strategy, investment process, and risk management elements of the company’s activities are well established.

Since its inception in 2016 (launched as a retail fund in April 2019), the Trust has focused on investment in Australian equity using a combination of long-short, high alpha: growth, bottom-up, medium capitalisation, and high-conviction investment styles.

Australia Ratings’ analyst, Maggie Callinan, says “the rating reflects the experience and credentials of Australian Eagle’s stable investment team, and confidence in their ability to effectively implement a robust and disciplined investment process”. She added “the rating also indicates the confidence of Australia Ratings that the Trust will continue to deliver a strong risk-adjusted return”. Sean Sequeira, Chief Investment Officer of Australian Eagle, commented “we appreciate the confidence Australia Ratings have shown in our investment team and process, and we look forward to continuing to implement it for the benefit of our clients in the future.”

A full rating report is available from www.australiaratings.com.

FOR MORE INFORMATION CONTACT:

Maggie Callinan, Director
maggie.callinan@australiaratings.com, 03 8080 6684

ABOUT AUSTRALIA RATINGS

Australia Ratings is a local, independent rating agency that provides research and ratings on debt securities, investment products, and Operational Capability Assessments. As an ASIC-licensed rating agency, we provide general advice to the broader investment community through our detailed reports. We are Australia’s only agency that holds a retail Australian Financial Services Licence (AFSL). This enables both retail and wholesale investors to use our credit ratings to help them gauge credit risk and complexity of financial products sold in the Australian market.

About Australia Ratings’ Investment Rating

Our investment rating reflects Australia Ratings’ current opinion of a fund’s or an investment’s ability to achieve its stated investment objectives in the near term.The rating expresses a view on the expected consistency of the fund’s or investment’s performance within its peer or style group and on the fund manager’s ability to produce superior performance amongst its peers in the near term with due regard to the medium-term consensus view of the asset class to which the product is benchmarked.

A five-point scale is used to differentiate our opinion on how well we believe a fund will perform against a range of risks. Click here to find out more.