For exceptional investment returns with low fees
Ranked #1 Australian fund by Mercer Investment*
Ranked #1 fund by Rainmaker Financial Standard**
WINNER Regional Independent Boutique Manager***
WINNER Best Boutique Investment Manager****
WINNER Best Shares Managed Scheme - Australia*****
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 unique 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 we specialise in Australian shares, we have a single-minded approach that permits greater focus than funds with a broader investment mandate.
Return Performance
Panther Trust has outperformed the share market on average 9.4% every year since inception and 24 years out of 25 overall.
Financial Year | Panther Trust Australian Shares | All Ordinaries Market Index |
Average: | 14.3% | 4.9% |
10 years (pa): | 15.5% | 6.4% |
2025 | 7.1% | 5.1% |
2024 | 8.8% | 8.3% |
2023 | 4.8% | 9.7% |
2022 | -9.0% | -11.1% |
2021 | 26.6% | 26.4% |
2020 | 11.1% | -10.4% |
2019 | 13.6% | 6.5% |
2018 | 26.4% | 9.1% |
2017 | 25.0% | 8.5% |
2016 | 4.4% | -2.6% |
2015 | 12.2% | 1.6% |
2014 | 27.5% | 13.6% |
2013 | 34.2% | 16.0% |
2012 | -3.3% | -11.3% |
2011 | 21.7% | 10.1% |
2010 | 17.1% | 1.8% |
2009 | -3.6% | -26.0% |
2008 | -9.3% | -15.5% |
2007 | 33.1% | 25.4% |
2006 | 31.1% | 19.0% |
2005 | 26.6% | 19.8% |
2004 | 19.6% | 17.7% |
2003 | 8.7% | -5.2% |
2002 | 2.3% | -7.6% |
2001 | 12.0% | 5.1% |
Panther Trust Product Statement
* Return over 1 year to 31 December 2018 long only Australian shares managers** Ranked #1 Managed Fund - Australian shares 2010, 2011, 2012, 2013, 2014, 2015*** International Alternative Investment Review 2012**** Corporate Vision Small Business Awards 2021***** AI Global Media 2022
Panther Trust returns are shown gross of tax and fees for comparison with the All Ordinaries indexInvestor eligibility criteria apply. This is general information only; it does not consider your personal circumstances.