​Panther Trust invests in Australian shares using an active sector rotation strategy.  Analysing market indicators and fundamental ratios of sectors before individual shares, invested funds are applied via a top-down process to market sectors.  Our custom-built model also factors in market momentum, to identify significant additional opportunities.  If no sectors look attractive, funds may be held in cash.  The result of this process has been superior sector selection and superior stock selection in all market conditions, as demonstrated by the outstanding investment returns achieved consistently over many years.  The sole focus of our investment philosophy is to deliver strong, sustainable returns for investors at a reasonable price.  As Australian shares specialists, we have a single-minded approach that permits greater focus than funds with a broader investment mandate.

​RETURN PERFORMANCE
​Panther Trust has outperformed the market every year since inception, 21 years out of 21.​
​Financial Year

​ ​​​
Panther Trust

Australian Shares
​All Ordinaries

​market index
Average:
     16.1%
5.0%
10 years (pa):

​
​     18.3%

​
​5.8%

​
2001:
     12.0%
5.1%
2002:
     2.3%
-7.6%
2003:
     8.7%
-5.2%
2004:
    19.6%
17.7%
2005:
     26.6%
19.8%
2006:
     31.1%
19.0%
2007:
     33.1%
25.4%
2008:
     -9.3%
-15.5%
2009:
     -3.6%
-26.0%
2010:
     17.1%
1.8%
2011:
     21.7%
10.1%
2012:
     -3.3%
-11.3%
2013:
     34.2%
16.0%
2014:
     27.5%
13.6%
2015:
     12.2%
1.3%
2016:
     4.4%
5.6%
2017:
     25.0%
2.9%
2018:
     26.4%
5.2%
2019:
     13.6%
11.1%
2020:
     11.1%
9.7%
2021:
     26.6%
9.5%
* Return over 1 year to 31 December 2018 long only Australian shares managers

​** Ranked #1 Managed Fund - Australian shares every year from 2010-2015

*** International Alternative Investment Review 2012

**** Corporate Vision Small Business Awards 2021

Panther Trust net returns published by Australian Fund Monitors, Mercer, Rainmaker, S&P.  Gross of fees returns should be used

or direct comparison with All Ordinaries.  Past performance is not necessarily an indicator of future performance.

​​Investor eligibility criteria apply.  ​This is general information only; it does not consider your personal circumstances.