Australian Equities

Lanyon Australian Value Fund

The Lanyon Australian Value Fund is a predominantly small and mid-cap, value-oriented, concentrated Australian equity fund.  The Fund is available for both institutional and retail investors.  The minimum investment in the Lanyon Australian Value Fund is A$25,000.

The Lanyon Australian Value Fund launched on 1 July 2010.  The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) (Perpetual) is the Responsible Entity and issuer of the Lanyon Australian Value Fund.

For a full copy of our performance report, please contact Kasey Zinghini.
kzinghini@lanyonam.com or (08) 8432 0460

The fund is currently open for investment. A copy of the PDS can be found here.

A copy of our TMD information can be found here.

Prior versions of the TMD can be obtained by contacting us.

IDR Complaints Handling update found here.

Change of Fund Administration & Registry Provider
A copy of the PDS Supplement (February 2021) can be found here.

Change of Custodian
A copy of the notice can be found here.

Lanyon Australian Share Fund

The Lanyon Australian Share Fund is a concentrated, predominantly large capitalisation, value-oriented Australian equity fund.  The fund is available for institutional and sophisticated investor clients only.  The minimum investment in the Lanyon Australian Share Fund is A$500,000.

The Lanyon Australian Share Fund launched on 1 April 2017.

For a full copy of our performance report, please contact Kasey Zinghini.
kzinghini@lanyonam.com or (08) 8432 0460

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