The manager who outperforms on both sides of the trade

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The Paradice Equity Alpha Plus Fund has been awarded Lonsec’s ‘Recommended’ rating adding to the Zenith ‘Recommended’ rating within a year of the Fund’s inception. The Fund was established in 2019, and since inception has returned 17.3% p.a. (net of fees), outperforming its benchmark by 9.8% p.a.

Lead portfolio manager David Moberley has managed the portfolio superbly during a volatile two years. David utilises the Fund’s flexible mandate to protect capital in down markets and manage risks. The short positions have contributed to approximately 50% of the strong outperformance. It is the top-performing alpha extension fund since the Fund’s inception

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