Funds Overview

In addition to managing money for institutional clients, Paradice also caters for high net worth individuals using wholesale schemes. Please contact us to enquire about the schemes available.

Our three Australian funds have a solid track record of consistently outperforming their respective benchmarks:

AUSTRALIAN EQUITY FUNDS: ANNUALISED GROSS RETURNS SINCE INCEPTION TO 31ST MAY 2017

Fund Return Benchmark Value Add Inception Date
Australian Small Caps 16.53% 5.16%1 11.37% 30 June 2000
Australian Mid Caps 11.86% 4.73%2 7.13% 25 September 2006
Australian Large Caps 6.64% 3.60%3 3.04% 12 May 2007

In response to investor demand for a global offering, we launched Paradice Global Small Mid Cap Equity Fund in 2010. It’s managed out of our Denver office in the US, and it’s open to wholesale investors. Should you wish to find out more about this strategy please contact us on 02 8227 7400.

GLOBAL SMALL MID CAP STRATEGY: ANNUALISED GROSS RETURNS SINCE INCEPTION TO 31ST MAY 2017

Fund Return Benchmark Value Add Inception Date
Global Small Mid Caps 16.94% 13.55%4 3.39% 1 August 2010

Benchmarks: 1. S&P/ASX Small Ordinaries Accumulation Index. 2. Composite index of 30% of the S&P/ASX Small Ordinaries Accumulation Index + 70% of the S&P/ASX Mid Cap 50 Accumulation Index. 3. S&P/ASX200 Accumulation Index. 4. S&P BMI US$1B-US$5B Gross Total Return Index (in AUD).

Past performance of the Funds (or investment strategies generally) is not a reliable indicator of future performance. The value of an investment in the Funds may rise or fall. Returns are not guaranteed by any person.