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Patersons Asset Management

Invest your money, not your time

Patersons Asset Management aims to provide a range of professionally managed investment products to help clients achieve their financial goals. Our flagship product, the Patersons 80:20 Equity Fund, is a diversified Australian equities portfolio which aims to outperform the S&P/ASX300 Accumulation Index.  This service provides efficient and easy access to a professionally-managed investment portfolio.

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 an approved rating by Zenith.

The information above represents only a summary of the Fund. If you wish to consider investing in it, we recommend that you read the PDS in its entirety – you can obtain a copy at www.patersonsam.com.au or by calling us on 1800 555 132.

 Click here to view the PDS
 Click here to view the PDS