Finding Opportunity in Unlikely Places

Welcome to Forager Funds Management. We invest in Australian and International share markets on behalf of long–term investors.

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Performance

A rare focus on genuinely long-term investments has historically generated excellent returns for investors

Alignment

Key staff have the majority of their own money invested in Forager’s funds, ensuring our interests are aligned

Transparency

Relationships require transparency. You will always know how and where we are investing your money

“Forager has not only improved my financial returns but transformed my thinking about the principles and procedures of investment.”
Craig Macleod – Long term investor
“Potentially superior returns through interesting stocks that I wouldn’t have the knowledge or know-how to invest in myself”
Joe Doyle – Early Investor
“Steve will run counter to the market. Most don’t do it. They say they do, but they don’t.”
Matthew Kidman, AFR Article

Choosing the Right Fund for You

  • Diversify your portfolio with international stocks.
  • Investments in the UK, US, Europe and Asia.
  • Expert international analysts located across the globe.

Performance

5.61%
1 month
22.68%
1 year
18.39% p.a
2 Year (p.a)

Unit price
as at 28/08/2015

$ 1.491
Buy Price
$ 1.487
Mid Price
$ 1.484
Redemption Price

Fees

1.55%
Management & expense recovery fee (p/a)

$0 Establishment & withdrawal Fees

  • A concentrated portfolio of attractive domestic stocks.
  • Long track record in identifying unloved gems.
  • Flexibility to pursue best opportunities.

Performance

7.94%
1 month
13.61%
1 year
16.08% p.a
5 Year (p.a)

Unit price
as at 28/08/2015

$ 1.434
Buy Price
$ 1.431
Mid Price
$ 1.427
Redemption Price

Fees

1.1%
Management & expense recovery fee (p.a)
10%
Performance fee (on returns over 8% p.a)

$0 Establishment & withdrawal Fees

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