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
Fund Details
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APIR Code |
ETL8084AU |
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Distribution Frequency |
Semi-Annually |
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Management Fee* |
0.75% p.a. |
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Performance Fee** |
15% p.a. |
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Buy Sell Spread |
+/- 0.20% |
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Minimum Investment |
$20,000 |
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Stock Range^ |
Typically 30–50 |
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Cash Range^ |
0–10% |
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*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.
^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 27 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 over 18 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 30 September 2026
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1M
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3M
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1Y
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3Y p.a
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5Y p.a
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Since Inception p.a
|
Inception Date
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|
|---|---|---|---|---|---|---|---|
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Australian Equities FundBenchmark (3)Value Add
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-4.18% -2.42% -1.76% |
2.37% 1.33% 1.04% |
1.29% 2.68% -1.39% |
12.61% 11.40% 1.21% |
9.22% 7.68% 1.54% |
9.73% 8.83% 0.90% |
2 Aug 2017
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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
|
APIR Code / Fund
|
Application ($)
|
NAV/Mid ($)
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Redemption ($)
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Effective Date
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History
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|---|---|---|---|---|---|
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ETL8084AU
Paradice Australian Equities Fund
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1.5796
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1.5764
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1.5732
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13/10/2026
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Reports & Documents
To view more of our reports and statements for the Fund please visit our Investor Centre.
Reports & Documents
Before you begin investing, please make sure you’ve read the relevant documents in our Document Library, including our Product Disclosure Statement (PDS), which contains the Application Form and details on our Anti-Money Laundering (AML/CTF) identity verification requirements.
Ready to Invest?
To invest, click the link below to go to our Start Investing page — log in as an existing investor, or get started as a new investor.
Reports & Documents
Before you begin investing, please make sure you’ve read the relevant documents in our Document Library, including our Product Disclosure Statement (PDS), which contains the Application Form and details on our Anti-Money Laundering (AML/CTF) identity verification requirements.
Ready to Invest?
To invest, click the link below to go to our Start Investing page — log in as an existing investor, or get started as a new investor.
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.
**This information is prepared by Paradice Investment Management Pty Ltd (ABN 64 090 148 619, AFSL No. 224158) (Paradice, we or us). This material is provided for general information only and is not intended to constitute advertising or advice (including legal, tax or investment advice) of any kind. Equity Trustees Limited (ABN 46 004 031 298, AFSL No. 240975) (Equity Trustees) is the responsible entity of, and issuer of units in, the Paradice Funds (Funds). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX:EQT). In deciding whether to acquire, or to continue to hold, units in the Funds please read the current product disclosure statement available above or in the Investor Centre. The Target Market Determination (TMD) for the Funds is also available above and in the Investor Centre. We encourage you to think of investing as a long-term pursuit. In preparing this information, we have not considered your investment objectives, financial situation or needs and therefore the Fund(s) may not be suitable for you and, you should, if necessary, seek independent professional advice before you make any investment decision. Any rates of return, forecasts or estimates are not guaranteed. Neither Paradice, Equity Trustees nor any of its related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.
Ready to Invest?
Individual investors
To invest in our funds or add to an existing investment, use our online application linked below:
To submit your application via email, please send the completed Application Form and applicable AML/CTF documentation to: paradice.transactions@unitregistry.com.au
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.
**This information is prepared by Paradice Investment Management Pty Ltd (ABN 64 090 148 619, AFSL No. 224158) (Paradice, we or us). This material is provided for general information only and is not intended to constitute advertising or advice (including legal, tax or investment advice) of any kind. Equity Trustees Limited (ABN 46 004 031 298, AFSL No. 240975) (Equity Trustees) is the responsible entity of, and issuer of units in, the Paradice Funds (Funds). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX:EQT). In deciding whether to acquire, or to continue to hold, units in the Funds please read the current product disclosure statement available above or in the Investor Centre. The Target Market Determination (TMD) for the Funds is also available above and in the Investor Centre. We encourage you to think of investing as a long-term pursuit. In preparing this information, we have not considered your investment objectives, financial situation or needs and therefore the Fund(s) may not be suitable for you and, you should, if necessary, seek independent professional advice before you make any investment decision. Any rates of return, forecasts or estimates are not guaranteed. Neither Paradice, Equity Trustees nor any of its related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.
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