Equity Alpha Plus

Overview

The Equity Alpha Plus Strategy primarily invests in securities that are listed on the Australian, and New Zealand stock exchanges (or soon to be listed) – long and short – that are generally chosen from the S&P/ASX 200 Index.

The Strategy may also invest in international securities (i.e. non-Australian). The Fund’s exposure to international securities will not exceed 25% of the Portfolio’s market value. The Strategy’s long/short investment style is designed to enhance returns and manage downside risks.

The Strategy may also invest in exchange traded derivatives to manage risk and cash or cash equivalents.

Objective

The Paradice Equity Alpha Plus Strategy aims to outperform the S&P/ASX 200 Total Return Index (after fees and before taxes) over the long term.

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