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Australia

AustralianEquities

Overview

The Paradice Australian Equities strategy was established in May 2007 by lead portfolio manager Troy Angus. The team comprises of four 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 – it’s 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 Cap 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.

Net Returns as at 30 April 2020
1M
3M
1Y
3Y
5Y
Since Inception
Inception Date
Australian EquitiesBenchmarkValue Add
1MBenchmarkValue Add 8.31%
8.78%
-0.47%
3MBenchmarkValue Add -22.28%
-20.32%
-1.96%
1YBenchmarkValue Add -12.59%
-9.06%
-3.53%
3YBenchmarkValue Add -
-
-
5YBenchmarkValue Add -
-
-
Since InceptionBenchmarkValue Add 1.76%
2.75%
-0.99%
Inception Date 2 Aug 2017

Benchmark: S&P/ASX200 Total Return Index

Past performance of the strategy is not a reliable indicator of future performance. The value of an investment in the strategy 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 disclaimer page.

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Our strategies

At Paradice we manage investment capital on behalf of a range of investors including institutional, private wealth, family offices and individual investors.