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 January 2024

1M
3M
1Y
3Y
5Y
Since Inception
Inception Date
Australian Equities FundBenchmark (3)Value Add

1.17%

1.19%

-0.02%

11.44%

13.99%

-2.55%

3.31%

7.09%

-3.78%

12.50%

9.56%

2.94%

9.80%

9.71%

0.09%

9.20%

8.73%

0.47%

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
2.2561
2.2427
22/02/2024
ETL0739AU
Paradice Australian Small Cap Fund - Class B
1.2376
1.2302
22/02/2024
ETL2741AU
Paradice Global Emerging Markets Fund- Class A
1.2111
1.2015
16/02/2024
ETL4624AU
Paradice Australian Small Cap Opportunities Fund Class A
1.1198
1.1132
22/02/2024
ETL8084AU
Paradice Australian Equities Fund
1.3464
1.3410
22/02/2024
ETL8096AU
Paradice Equity Alpha Plus Fund
1.2940
1.2862
22/02/2024
ETL8772AU
Paradice Australian Mid Cap Fund - Class B
1.1112
1.1056
22/02/2024

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:
  1.  The Product Disclosure Statement (PDS), Application Form and, Anti Money Laundering (AML/CTF). 

    • Class B PDS AU Read here
    • Class B PDS NZ Read here

  2. The Target Market Determination Read here
  3. The Financial Services Guide Read here
  4. The Reference Guide Read here

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.

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