Aland Australian
Equities Fund
Total cumulative return since inception date¹˒²
*Past performance is not a reliable indicator of future performance.
Proudly part of an ASX listed Group (ASX:AEG) – The Aland Australian Equities Fund utilises a proprietary blend of fundamental and technical analysis to pursue attractive long-term growth while actively managing risk.
The Aland Australian Equities Fund is independently rated by Evergreen Ratings.
See below for further information.
Multi Strategy Equities Fund
The Mission
Our mission at is to consistently deliver for our investors through disciplined, research-driven investment strategies. We are committed to identifying high-potential opportunities while protecting capital and managing risk. Our goal is to empower our investors by providing them with sustainable long-term growth, achieved through a combination of innovative thinking, market expertise, and unwavering integrity. By staying transparent and adaptive to changing market conditions, we aim to foster trust and build lasting relationships with our investors, ensuring their financial goals are at the heart of everything we do.
Our Commitment
We are fully committed to the fund’s long-term success, aligning our strategies with the best interests of our investors. Our investment approach combines diligent research, market insights, and risk management to target superior returns while carefully managing downside risk. We are steadfast in our strategy of capitalising on growth opportunities while ensuring the fund remains resilient through periods of volatility.
With an unwavering focus on transparency and communication, we build trust with our investors, ensuring they are fully informed of the fund’s performance, strategy, and direction. Our commitment extends beyond just managing the fund—we are invested in achieving sustainable, long-term value for all our stakeholders.
The Strategy
The Aland Australian Equities Fund utilises a proprietary blend of fundamental and technical analysis, refined over a decade, which has delivered strong outperformance relative to the Fund's benchmark³ across mutiple market cycles.
Focused on medium-to-long-term growth opportunities, particularly in emerging companies, our active management strategy allows us to adapt to changing market conditions, including shifting to cash when necessary.
By combining top-down and bottom-up fundamental research with technical analysis, we aim to capitalise on momentum while managing risk. Tracking price trends and key indicators helps drive active positioning to enhance return potential, while identifying technical weakness underpins disciplined exit strategies.
This unique dual approach, leverages fundamental analysis and technical indicators, to pursue attractive returns while actively managing downside risk.
Evergreen Ratings ‘Satisfactory’ rating
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Evergreen Ratings, a leading independent research provider, has reviewed the Aland Australian Equities Fund and rated the Fund a ‘Satisfactory’ rating.
Important Information
Evergreen Ratings Pty Ltd (ABN 91 643 905 257) (‘Evergreen Ratings’) is Authorised Representative 001283552 of Evergreen Fund Managers Pty Ltd trading as Evergreen Consultants (ABN 75 602 703 202, AFSL 486275). The group of companies is known as ‘Evergreen’. Evergreen is authorised to provide general advice to wholesale clients only. The report is only available to wholesale clients. Any advice provided in this report is general advice only and does not consider the objectives, financial situation or particular needs of any particular person. It is not a recommendation to purchase, redeem or sell this particular product (Product). Before making an investment decision the reader must consider his or her financial circumstances or seek personal financial advice on its appropriateness. The reader should read the offer document for the Product before making any decision about whether to acquire the Product. This report is intended to assist the reader in evaluating the Product. It is not intended to serve as a substitute to the reader exercising their own independent judgment and the reader should not seek to rely exclusively on this report in assessing the Product for their own purposes. Evergreen Ratings receives a fee for the preparation of this Report, from either the fund manager, issuer or distribution partner of the Product. The fee received is not linked to the outcome of this report. This methodology considers both qualitative and quantitative factors. Past performance is not an indication of future performance.
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¹ Performance figures are calculated on the basis of net asset value (NAV) for the period 1 January 2023 to 31 January 2026, and are cumulative. Returns are calculated after fees and costs and include reinvested distributions. Past performance is not a reliable indicator of future performance.
² Mandate inception date is 1 January 2023, being the date the Fund’s investment mandate was revised to incorporate its rules-based price analysis quant system.
³ The benchmark for the Fund is the All Ordinaries Index.
Disclosure
Aland Equities Management Pty Ltd (ACN 642 009 783) (AEM) is the Investment Manager and Distributor of the Aland Australian Equities Fund ARSN 695 130 922 (Fund) and operates as a Corporate Authorised Representative (CAR No. 1282433) of Non Correlated Advisors Pty Ltd (ACN 158 314 982, AFSL 430126) and Boutique Capital Pty Ltd (ACN 621 697 621, AFSL 508011). David Tildesley is a Sub-Authorised Representative (SAR No. 1300470) of AEM. Peter Kopetz is a Sub-Authorised Representative (No. 001282975) of Boutique Capital Pty Ltd, providing services through Aland Equities Management Pty Ltd.
The Aland Australian Equities Fund ARSN 695 130 922 is issued by Primary Securities Ltd (ABN 96 089 812 635, AFSL 224107) as Responsible Entity. The information contained on this website is provided for general information purposes only and does not constitute financial product advice, personal advice, or a recommendation to acquire or dispose of any financial product. The information has been prepared without taking into account any person’s objectives, financial situation or needs. This website is not a Product Disclosure Statement (PDS) and does not constitute an offer or invitation to apply for units in the Fund. Applications for units in the Fund can only be made pursuant to the Product Disclosure Statement issued by the Responsible Entity. Investors should read the PDS and the Target Market Determination (TMD) for the Fund before deciding whether to acquire units in the Fund.
Before acting on any information contained on this website, individuals should obtain independent taxation, financial and legal advice relating to their personal circumstances. To the extent permitted by law, AEM and its related entities make no representation or warranty as to the accuracy or completeness of the information contained on this website and accept no liability for any loss arising from reliance on this information.
Past performance is not a reliable indicator of future performance.
The Fund is not guaranteed by Aland Equity Group Limited or any of its related entities.