Atlas High Income Property FundThe Atlas High Income Property Fund (Fund) is an open ended unregistered fund for wholesale investors, which will seek to capture returns from investing in Australian ASX listed property securities. The Fund’s objective is to outperform the S&P/ASX 200 A-REIT Index over rolling 5-year periods.
Atlas Funds Management Pty Ltd (Atlas) has been appointed as the investment manager to the Fund. Atlas is a Sydney based boutique asset manager, established in 2017 specialising in investments in listed and unlisted securities and the enhancing of income generated by implementing a call option strategy.
The Fund seeks to capture returns from investing in some of Australia’s ASX listed property securities, with the objective of increasing the income generated by implementing a call option selling (writing) strategy. A proportion of the income received from selling the call options may be used to purchase put options to reduce capital risk.
Atlas will use its quantitative and qualitative analysis to identify property securities within the ASX listed property sector that can be expected to:
- deliver a consistently higher than average distribution yield; and
- allow the fund manager to generate additional income via writing call options over the property securities held.
The Fund will generally target holding between 8 – 15 stocks (either directly or indirectly) on an ongoing basis.
Additionally, between 60%-85% of the securities held (by value) will be subject to an overlay strategy of selling call options. These options will be security specific over-the-counter or exchange-traded options or index options (S&P/ASX200 A-REIT). Atlas will also look at buying put options, either security specific over-the-counter or exchange-traded options, or index options (S&P/ASX200 A-REIT) to protect capital.
The Investment Manager aims to provide Investors with quarterly distributions through investment in an actively managed and diversified portfolio of assets, while affording flexibility to Investors who wish to withdraw from the Fund.
The Offer is only available to persons who qualify as wholesale clients (as defined in section 761G(7) of the Act) or sophisticated investors (as defined in section 761GA of the Act) (collectively, Qualifying Investors).
Should this be of interest, please read the Information Memorandum available on the right hand side of this page and if you wish to invest please complete the application form.