Invest your money, not your time
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. These services provide efficient and easy access to professionally-managed investment portfolio's.
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The Patersons 80:20 Equity Fund
A a diversified Australian equities portfolio which aims to outperform the S&P/ASX300 Accumulation Index. The 80:20 investment strategy focuses on investing the majority of the assets in a concentrated portfolio of S&P/ASX 200 stocks, whilst also giving exposure to growth stocks outside the index. Investors also have the ability to participate in event-driven opportunities that are usually only available to professional investors. The fund has been assigned a three star investment grade rating by Standard & Poor’s and a recommended rating by Zenith.
>VIEW WHOLESALE MONTHLY REPORT
>VIEW RETAIL MONTHLY REPORT
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Click to view PDS |
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The Patersons Australian Resources Opportunities Fund
Launched the on August 16th 2010 the Fund invests 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. The fund has been assigned a three star investment grade rating by Standard & Poor’s and an approved rating by Zenith.
>VIEW MONTHLY REPORT
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Click to view PDS |
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The information above represents only a summary of the Funds. If you wish to consider investing in either, we recommend that you read the respective PDS in there entirety – you can obtain a copy at www.patersonsam.com.au or by calling us on 1800 555 132.
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