Skip to main content

Park Road Fund

See performance history
The objective of the Fund is to generate long term returns above S&P / ASX 300 Accumulation Index. The Cooper Investors Park Road Fund has a long term investment horizon.
Our Approach

Family wealth is irreplaceable and too often made vulnerable. We aim to leverage the proven CI Way, VoF process, and the Park Road team’s extensive experience to deliver our core objective of strong risk adjusted returns while focusing on capital protection. The Fund runs a concentrated portfolio.

Fund Managers
Andrew Swan
Andrew Swan
Director, Portfolio Manager - Australian Equities, Park Road Fund
LLB, BEc, MBA
Peter Cooper
Peter Cooper
Chief Investment Officer
BBus (Ec), Grad.Dip. Fin Mgt., F Fin, AICD, CA
Andrew Swan

Andrew Swan

Director, Portfolio Manager - Australian Equities, Park Road Fund
LLB, BEc, MBA
Get in Touch

Andrew joined CI as a portfolio manager in August 2001. He has over 30 years of funds management experience.

Having spent a short period at Fidelity Investments in London, Andrew joined Merrill Lynch in 1994 where he managed Australian equity portfolios, including the number 1 performing portfolio from 1995 to 1999 (Intech Survey) with Peter Cooper. Andrew was a member of the team that received Australian Equity Fund Manager of the year in 1998. Andrew left Merrill Lynch to become Head of Australian Equities at AXA Australia in July 1999 where he was responsible for managing portfolios and overseeing a team managing $3.8 billion of Australian equities. Andrew was also a member of the Asset Allocation Committee at AXA.

Peter Cooper

Peter Cooper

Chief Investment Officer
BBus (Ec), Grad.Dip. Fin Mgt., F Fin, AICD, CA
LinkedIn Profile Get in Touch

Peter founded Cooper Investors in 2001. As Chief Investment Officer, Peter created and implemented the firm’s VoF investment philosophy which is applied across the international and domestic strategies. He is responsible for mentoring investment team members and the standardisation and integration of the process across the investment teams.

Peter has over 30 years of investment management experience. In 1987 he joined the NSW State Superannuation Investment and Management Corporation as a specialist industry analyst and progressed to deputy portfolio manager of the $7bn portfolio. In 1993 Peter ran the Australian equities portfolios for BNP and then joined Merrill Lynch Investment Managers (formerly Mercury Asset Management) where he worked for 7 years, culminating in his position as Head of Australian Equities and Managing Director where he oversaw a team managing $7.5bn in Australian equities.

Date of Inception

03/08/2021

The Investment

Units in a unit trust – the Cooper Investors Park Road Fund (the “Fund”).

Manager

Cooper Investors Pty Limited (“CI” or the “Manager”)

Custodian

Citigroup Pty Limited

Benchmark

S&P / ASX 300 Accumulation Index

APIR Code

CIP7383AU

Performance History

Performance & Reporting

Table Chart FY Return

Past performance is not a reliable indicator of future performance
^Partial Year (inception date was August 2021)
*Annualised

Source: Internal CI data reports, February 28, 2026

Past performance is not a reliable indicator of future performance
Net of fees and expenses

Source: Internal CI data reports, February 28, 2026

Inception Date: August 2021
**Net of fees and expenses
#S&P/ASX 300 Accumulation Index
^Partial Year

Source: Internal CI data reports, February 28, 2026

The Steps

How to invest.

The fund is currently closed to investments. To register your interest in investing please contact Client Relations for further information.

Wholesale funds.

By clicking the button below you are confirming that you are an Australian wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth) or you are otherwise in a jurisdiction where it is not unlawful for you to access information about CI’s products. The information contained on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject CI to any registration or other requirement within such jurisdiction or country.

In particular, the information contained in this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States to or for the benefit of any person in the United States. The Funds managed by CI have not been registered in the United States under the Investment Company Act of 1940 and units in the Funds are not registered in the United States under the Securities Act of 1933. The wholesale fund reports and other material contain factual information only and are not intended to imply any recommendation.

I agree