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.
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 $1.6 billion dollars as at 31 March 2011), 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 an Australian equities portfolio focused primarily on investments within ASX 200 companies. The fund may also have an allocation 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 the top performing equity fund in Australia in its category (large-cap blend) since it was launched in January 2009. It was the No.1 ranked fund in Australia for 2010.
The Patersons Australian Resources Opportunities Fund
The Patersons Australian Resources Opportunities Fund is Patersons Asset Management's newest offering and was launched on August 16th 2010. The Fund invests in a range of Australian listed resource stocks, predominantly mid-cap and small-cap 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
