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Atrium Evolution Series – Diversified Fund
10 years of consistency in returns and managing the market downturns

AEF 9
AEF 9 Objective
ASX 200 Accumulation Index

Source: Atrium Investment Management, IRESS. Performance data as at 30 September 2021. Past performance is not a reliable indicator of future performance. Future performance and return of capital is not guaranteed. Performance is after fees and costs and assumes re-investment of all distributions.

Volatility p.a. (Jul 2011 - Sep 2021)

AEF 5 3.0%
AEF 7 4.8%
AEF 9 5.9%
ASX 200 Accumulation Index 13.4%
Selected Month

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Awards and Ratings
Want more information?
Investors: speak to your financial adviser or email investors@atriuminvest.com.au
Advisers: email adviser.support@atrium.invest.com.au

Important Information

The information on this webpage (Information) has been prepared and issued by Atrium Investment Management Pty Limited (ABN 17 137 088 745, AFSL 338 634). The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Atrium Evolution Series – Diversified Fund (ARSN 151 191 776) (Fund). The Information is of a general nature only and does not take into account the objectives, financial situation or needs of any person. Ratings are only one factor to be taken into account when deciding whether to invest. Before acting on the Information, investors should consider its appropriateness having regard to their own objectives, financial situation and needs and obtain professional advice. No liability is accepted for any loss or damage as a result of any reliance on the Information. Investors should consider the Fund’s Product Disclosure Statement (PDS) and Target Market Determination (TMD) (available from www.atriuminvest.com.au) before making any investment decision. Past performance is not a reliable indicator of future performance. Future performance and return of capital is not guaranteed.

The rating issued 03/2021 Atrium Evolution Series – Diversified Fund AEF 5, 03/2021 Atrium Evolution Series – Diversified Fund AEF 7 & 03/2021 Atrium Evolution Series – Diversified Fund AEF 9 are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

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