By clicking here you confirm that you are an institutional investor or investment professional.
The Paradice Australian Small Cap strategy was established in 2001 by David Paradice. The team currently comprises of two senior portfolio manager/analysts Adam Harvey and Rishi Khilnani.
The Fund typically invests in 50-70 companies listed outside of the S&P/ASX 100, providing investors with an exposure to a diversified portfolio of emerging 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.
The Paradice Australian Small Cap Fund aims to outperform the S&P/ASX Small Ordinaries Total Return Index over the longer term, before the deduction of fees and taxes.
Benchmark: S&P/ASX Small Ordinaries 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.
Forms and Reports
- Paradice Australian Small Cap Fund - Class B PDS
- Paradice Australian Small Cap Fund - Class B PDS NZ
- Reference Guide
- Financial Services Guide
- Additional Application Form
- Existing Investor Change of Details Form
- Redemption Form
- New Zealand Investor Fact Sheet & PDS
- Financial Statements 30 June 2018
- Financial Statements 30 June 2019