Paragon Australian Long Short Fund
Thematic-led, concentrated long/short Australian equities fund with an all-cap mandateThe Paragon Australian Long Short Fund is a managed investment scheme available to both wholesale and retail investors. A detailed outline of the Fund can be found in the PDS.
The Fund aims to generate absolute returns exceeding 10% p.a. over a 5 year investment horizon, maintaining a low correlation with the Australian equities market.
The Fund invests in equities, both long and short with a long-bias, predominantly in the Industrials and Resources sectors, across the full market capitalisation spectrum, and across all markets geographically, but particularly Australia and North America.
The investment process comprises thematic-led fundamental bottom-up stock selection, coupled with a top-down view of macro factors, resulting in a concentrated portfolio of long and short equity positions.
Given the Fund’s significant exposure to the Industrials and Resources sectors, as well as its ability to leverage, short sell and invest across the full market capitalisation spectrum, the Fund is expected to exhibit higher volatility levels compared to the Australian All Ords Accum Index.
The Fund is suitable to investors who are seeking capital growth over the long term, who have a high to very high risk and return profile, for a maximum portion of up to 25% of their ‘investible assets’/total portfolio, and unlikely to require frequent access to capital. Further details can be found in the TMD.
Historical Performance
Net of fees
2025 Monthly Updates
Prior Years Monthly updates
How to Invest or Withdraw from the Fund
Initial Investment / Product Disclosure Statement (PDS)
The minimum initial investment amount for the Fund is $25,000.
To make your initial investment, please complete the Initial Investment Application Form and mail the original with supporting documentation to the Fund’s Administrator. Funds to be transferred in accordance with requirements and deadlines as described in the PDS.
Investors are reminded that they should carefully read the Fund’s PDS and TMD and obtain their own financial and taxation advice prior to investing in the Fund.
Additional Investment
Additional investments may be made in minimum increments of $5,000.
To make an additional investment, please complete an Additional Investment Request Form and mail or email to the Fund’s Administrator. Funds to be transferred in accordance with requirements and deadlines as described in the PDS.
Withdrawal
The minimum withdrawal amount is $10,000 and is subject to maintaining a minimum balance in the Fund of $25,000.
To make a withdrawal, please complete a Withdrawal Request Form and mail or email to the Fund’s Administrator. Funds will typically be paid ~2 weeks after the end of the month your request is received, in accordance with the PDS.
Support
If you require assistance with completing the application or withdrawal forms, or have any questions, you should contact the Client Experience Team on 1800 895 388 or email client.experience@bennelongfunds.com.
You may also contact the Fund Administrator on +61 2 8767 1114 or email paragon@linkmarketservices.com.au.