Patersons 80:20 Equity Fund
About the 80:20 Equity Fund
The Patersons 80:20 Equity Fund provides retail investors with efficient and easy access to a professionally managed investment portfolio that offers a unique mix of quality and opportunity by utilising Patersons’ 80:20 investment strategy. The Fund holds units in Patersons’ flagship Australian equities fund, the Wholesale 80:20 Equity Fund, where a minimum of 80% of the Fund is invested in stocks within the S&P/ASX 200 index and cash (max 10%), with the balance of up to 20% of the Fund invested in smaller companies and growth opportunities outside the S&P/ASX 200 index including investment opportunities that are usually only available to professional investors. The Fund aims to provide regular income and long term capital growth and is suitable for investors with a 5 year time frame.
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 Redemption Form |
We believe that it is important to keep you informed about the recent performance of your funds and any important new information that may affect your decision to invest, or to continue to hold investments in our funds. We follow the good practice guidance issued by the Australian Securities and Investments Commission and we make this information available to you on our website through the 'Investment Reports' section of the website. You should read the PDS in its entirety. Applications will only be accepted on the paper form of the Application Form attached to the current PDS, or existing investors may also make additional investments as set out in the Additional One-Off Investments and Savings Plan procedures on this website (coming soon). By downloading the PDS, you acknowledge that you have reviewed the Financial Services Guide available for inspection by clicking the link at the bottom of this page.
The offer made in the PDS is available only to persons receiving the PDS within Australia (electronically or otherwise). The PDS does not constitute an offer or invitation in any place in which, or to any person to whom, it would not be lawful to make such an offer or invitation.
Patersons Asset Management Limited and its related entities do not guarantee the repayment of capital or the performance of the Fund. Past performance is not a reliable indicator or future performance.
To access the PDS, you must have Adobe Acrobat Reader® software installed on your computer. Please click here to download the free Adobe Acrobat Reader® software.
