Patersons Asset Management

Patersons Asset Management is a dedicated asset manager providing investment solutions to Australian resident investors as well as offshore investors seeking access to specialist investment opportunities in Australia, particularly in resources and agricultural commodities.

At Patersons Asset Management we seek to provide investors with unique and exciting investment products where we can clearly add value through superior research and investment analysis.

Investors have the opportunity to invest via pooled investment funds or separately managed accounts (SMA) under an investment management agreement (IMA).

Although steeped in the history of Patersons Securities Limited, one of Australia's largest independently-owned specialist stockbroking and wealth management firms that has been investing client funds in Australia since 1903 (FUMA $1.3 billion dollars as at 30 June 2010), at Patersons Asset Management we operate independently with our own management, investment team, research and investment process.

Patersons Asset Management is based in Perth, Western Australia, in the heart of Australia's resources industry.

The Patersons Wholesale 80:20 Equity Fund

Our flagship Australian equity fund is the Patersons Wholesale 80:20 Equity Fund, which is a core balanced portfolio that invests a minimum of 80% of its assets in ASX 200 stocks with up to 20% of its assets in smaller companies and growth opportunities outside the index including investment opportunities that are usually only available to professional investors. The Patersons Wholesale 80:20 Equity Fund has been one of the top performing equity funds in Australia in its category (large-cap blend) since it was launched in January 2009.

The Patersons Australian Resources Opportunities Fund

The Patersons Australian Resources Opportunities Fund is Patersons Asset Management's newest offering to be launched on August 16th 2010. The Fund will invest in a range of Australian listed stocks, predominantly mid-cap and small-cap resource companies offering exposure to both Australian and global resource opportunities. Australia offers a unique exposure to the long-term growth trend in commodities, offering a well regulated market, abundance of world-class natural resources, effective infrastructure, and proximity to the key Asian markets.

 

ABN 68 009 226 386    AFSL No. 267 899