The Atlas Australian Equity Income Fund (formerly Atlas High Income Property Fund) ARSN 618 658 567 (the Fund) is an open-ended registered fund for retail and wholesale investors, which will seek to capture returns from investing in Australian ASX-listed securities. The Fund’s objective is to deliver quarterly income, which is seen as being suitable for pension phase investors and self-managed superannuation funds and for those who want to retain exposure to listed equity in their portfolio.
Atlas Funds Management Pty Ltd (Atlas) has been appointed as the Fund’s investment manager. Atlas is a Sydney-based boutique asset manager, established in 2017, specialising in investments in listed securities and enhancing income generated by implementing a call option strategy.
The Fund aims to provide investors with income primarily through the acquisition of securities in the S&P/ASX 200 Index. There will be an overlay of an active strategy of selling call options over a portfolio of ASX-listed securities. A portion of the additional income may be used to purchase put options to reduce capital risk.
Atlas will use its quantitative and qualitative analysis to identify securities within the S&P/ASX 200 Index listed that may:
• deliver a consistently higher than average distribution yield; and
• allow Atlas to generate additional income via writing call options over the securities held.
Additionally, between 40-85% 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. Additionally, Atlas will look at buying put options, which are either specific security exchange-traded options or index options to protect capital.
Additional Information
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. Should this be of interest, please read the Product Disclosure Statement and additional Information Booklet available on the right hand side of this page and if you wish to invest please complete the application form.