Global Small Mid Cap Fund

About the Fund

The Paradice Global Small Mid Cap Strategy does not bias value or growth but if we had to categorise the investment style it would be a mixture of Growth at a Reasonable Price underpinned by strong valuation metrics.

The fund employs a bottom-up investment process to build a diversified portfolio of undervalued global securities. Our investment process is focused on identifying securities that exhibit four key characteristics – undervaluation, business quality, strong financial metrics and shareholder friendly management teams. As value investors we strive to buy assets with at least a 30% discount to our assessment of intrinsic value. While undervaluation is the lynchpin of our process, investment candidates must also exhibit unique business quality with solid financial strength and management teams that know how to grow business value. We search out companies that exhibit limited amounts of financial and operating leverage.

We search out those conservative management teams that understand business quality, the power of a strong balance sheet and what it takes to grow business value over time.

By building a diversified portfolio of 40-80 global investments that exhibit these key characteristics, we believe we would be able to generate strong, long term risk adjusted returns.

Fund Objective

The Paradice Global Small Mid Cap fund aims to outperform the S&P BMI US$1bn – US$5bn Cap Index by 3%pa over a three year cycle.

Who can invest?

The Paradice Global Small Mid Cap Fund is available to Wholesale Investors.

Platform Availability

AMP North
BT Panorama
BT Wrap
Colonial First Wrap
IOOF Pursuit
Macquarie Wrap
Power Wrap

How to invest?

Please speak to a financial planner about accessing the Fund via a platform service or contact our retail sales staff.

Jude Fernandez
National Sales Manager VIC/TAS/SA/WA
Tel: 02 8227 7423
Mobile: 0414 604 772

Dario Conte
Key Account Manager NSW/ACT/QLD
Tel: 02 8227 7417
Mobile: 0478 322 084

Wholesale Investors

To invest in the Fund, please complete the below Application form and make payment via electronic bank transfer (see details in the Application Form). Completed Application Forms should be sent along with your identification documents (if applicable) to: Registry Services GPO Box 1406, Melbourne VIC 3001 Fax: 1300 365 601. Please note that cash cannot be accepted. You should read the PDS listed below, as it contains important information about the Fund. The Fund is only open to Wholesale Clients.

Application form (PDF download)
PDS (PDF download)
Reference guide (PDF download)
Additional Application form (.doc download) 
Redemption Request Template (doc. download)