Atlas Australian Equity Income - Managed Fund

The objective of the Atlas Australian Equity Income managed fund is The Fund is designed to deliver consistent quarterly income, which is seen as being suitable for pension phase investors and self-managed superannuation funds and for those who want to retain an exposure to listed property in their portfolio and may be concerned about market falls, and yet still need to maintain income being generated from their portfolio.

The strategy of the Atlas Australian Equity Income managed fund is The Fund aims to provide investors with income primarily through the acquisition of securities in the ASX A-REIT 200 Index. There will be an overlay of an active strategy of selling call options over a portfolio of ASX-listed property securities. A portion of the additional income may be used to purchase put options to reduce capital risk.

The APIR code of the Atlas Australian Equity Income managed fund is OMF9290AU.

Atlas Australian Equity Income’s total return last month was -0.07%. This was made up of a growth return of -0.07% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

Atlas Australian Equity Income’s total return for the last three months was -1.74%. This was made up of a growth return of -3.46% and an income return of 1.72%%. These returns were calculated as at 30 Nov 2025.

Atlas Australian Equity Income’s one-year total return is -3.77%. This was made up of a growth return of -8.75% and an income return of 4.98%. These returns were calculated as at 30 Nov 2025.

Atlas Australian Equity Income’s one-year total return is -0.01%. This was made up of a growth return of -6.29% and an income return of 6.28%. These returns were calculated as at 30 Nov 2025.

The asset allocation of the Atlas Australian Equity Income managed fund is :

The Responsible Entity for the Atlas Australian Equity Income managed fund is One Managed Investment Funds Limited.

The Atlas Australian Equity Income managed fund belongs to the Miscellaneous sector/asset class.

As at 18 Dec 2025, the size of the Atlas Australian Equity Income managed fund was $26.65 million.

The Atlas Australian Equity Income managed fund has an inception date of 10 May 2017.

The current entry price of the Atlas Australian Equity Income managed fund is $1.4762 per unit and the current exit price is $1.4718 per unit (as at 17 Dec 2025).

The current exit price of the Atlas Australian Equity Income managed fund is $1.4718 per unit and the current entry price is $1.4762 per unit (as at 17 Dec 2025).

The minimum initial investment amount for the Atlas Australian Equity Income managed fund is $10,000. Minimum additional investment is $5000.