Australian Equities
Overview
The Paradice Australian Equities Fund was established in August 2017 by lead portfolio manager Troy Angus. The team comprises of five senior portfolio manager/analysts including Troy.
The Fund typically invests in 30-50 companies listed in the S&P/ASX 300, providing investors with an exposure to a diversified portfolio of Australian businesses.
We believe equity markets are often inefficient due to investor emotion, short-term thinking and too much reliance on a single aspect of a company’s financial health – its profit and loss statement. Our key focus is on management, current and future cash flows and the quality of the balance sheet.
Our expertise lies in evaluating a company’s market position taking into account all factors from balance sheet, macroeconomic drivers through an extensive visitation program.
Objective
The Paradice Australian Equities Fund aims to outperform the S&P/ASX 200 Total Return Index (after fees and before taxes) over a rolling three to five year period.
Fund Details
|
APIR Code |
ETL8084AU |
||
|
Distribution Frequency |
Semi-Annually |
||
|
Management Fee* |
0.75% p.a. |
||
|
Performance Fee** |
15% p.a. |
||
*The management fee is effective 5 November 2018. Prior to this date the management fee was 0.90% p.a.
**Applies to the investment performance achieved by the Fund (after management fees and costs) in excess of the Benchmark. Refer to PDS for more information.
|
Buy Sell Spread |
+/- 0.20% |
||
|
Minimum Investment |
$20,000 |
||
|
Stock Range^ |
Typically 30–50 |
||
|
Cash Range^ |
0–10% |
||
^These are typical target ranges, and do not represent the prescribed stock and cash limitations set for the Fund
Lead Portfolio Managers
Troy Angus
Troy is currently the lead Portfolio Manager of the Paradice Australian Equities Fund. Troy joined Paradice in February 2007 from the BT Financial Group where he managed the BT Imputation Fund and the BT Ethical Fund. Troy has over 25 years’ finance experience. Troy has also worked and studied in the UK where he consulted to M&G Asset Management and completed a Masters of Business Administration at London Business School. Prior to completing his MBA, Troy lived and worked in the Northern Territory where he completed a Bachelor of Economics.
Julia Weng
Julia joined Paradice in June 2019 from Aware Super where she was an Associate Portfolio Manager for the Australian equities portfolio. Julia covers Industrials, Financials, and Healthcare sectors. Prior to this her experience included both buy-side and sell-side roles at Morgan Stanley and Macquarie Group covering a range of sectors. Julia has 16 years’ financial services experience and holds a Bachelor of Commerce – Actuarial Studies from Macquarie University and is a CFA® Charterholder.
Latest Fund Factsheet
Performance History
Net Returns as at 31 October 2024
|
1M
|
3M
|
1Y
|
3Y
|
5Y
|
Since Inception
|
Inception Date
|
|
|---|---|---|---|---|---|---|---|
|
Australian Equities FundBenchmark (3)Value Add
|
-0.77% -1.31% 0.54% |
4.56% 2.10% 2.46% |
26.93% 24.89% 2.04% |
9.92% 8.01% 1.91% |
9.39% 8.17% 1.22% |
10.17% 9.16% 1.01% |
2 Aug 2017
|
Benchmark: S&P/ASX200 Total Return Index
Past performance of the Fund is not a reliable indicator of future performance. The value of an investment in the Fund may rise or fall. Returns are not guaranteed by any person. Fund returns are calculated before tax and after ongoing management costs. Returns are annualised for time periods greater than 1 year. All returns are denoted in Australian dollars. For further information please refer to our Terms & Conditions page.
Daily Fund Unit Prices
Buy and sell prices for units in each of our funds are set daily.
|
APIR Code / Fund
|
Application ($)
|
Redemption ($)
|
Effective Date
|
History
|
|---|---|---|---|---|
|
ETL0365AU
Paradice Global Small Cap Fund
|
2.1438
|
2.1310
|
20/11/2024
|
|
|
ETL0739AU
Paradice Australian Small Cap Fund - Class B
|
1.3962
|
1.3878
|
20/11/2024
|
|
|
ETL4624AU
Paradice Australian Small Cap Opportunities Fund Class A
|
1.2842
|
1.2766
|
20/11/2024
|
|
|
ETL8084AU
Paradice Australian Equities Fund
|
1.5649
|
1.5587
|
20/11/2024
|
|
|
ETL8096AU
Paradice Equity Alpha Plus Fund
|
1.5050
|
1.4960
|
20/11/2024
|
|
|
ETL8772AU
Paradice Australian Mid Cap Fund - Class B
|
1.2367
|
1.2305
|
20/11/2024
|
Reports & Documents
To view more of our reports and statements for the Fund please visit our Investor Centre.
Ready to Invest?
Individual investors
To begin investing please ensure that you have read the documents below including our Product Disclosure Statement (PDS) in which you will find The Application Form and Anti Money Laundering (AML/CTF) identity verification requirements:
To invest in our funds using our online application click below:
Alternatively, to submit your application via post, please send the completed Application Form and applicable AML/CTF documentation to:
Unit Registry Services – Paradice Investment Management
GPO Box 804, Melbourne VIC 3001
Financial Advisers
For more information on available platforms please speak with our Representative on +612 8227 7400
Need some support?
If you have any questions regarding your existing investment or queries on making a new investment, please speak to one of our friendly staff or email us.
