***We have been alerted that an entity calling itself ‘Forager Finance’ is approaching people inviting them to invest in cryptocurrency.  Please note that ‘Forager Finance’ has NO ASSOCIATION WITH FORAGER FUNDS MANAGEMENT OR OUR ASSOCIATED ENTITIES, there is no Australian registered company with the name ‘Forager Finance’ and it is not a registered business name in Australia.  It appears that ‘Forager Finance’ has included reference to our old business address in its materials and so we are concerned that it may be trying to pass itself off as having some connection to us.  We have reported this to the relevant authorities as a potential investment scam.***

We invest in Australian and international share markets on behalf of long-term investors. Find out more about our funds and investment strategy.

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About Forager

Our funds

Forager Funds manages two shares funds – an Australian Shares Fund and an International Shares Fund. Both funds aim to invest in undervalued businesses. Both funds aim to invest for the long term. Both have concentrated portfolios. The Australian Fund is structured as a Listed Investment Trust (LIT) and trades on the ASX. The International Fund is a managed unit trust and is open for new applications.

ABOUT US
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Investing

Our strategy

We invest in businesses, not share prices. Our strategy is to find businesses that we believe are undervalued. Businesses we believe will deliver value in the long term. We look for unloved and often under-researched businesses. These are opportunities that we hope others will miss. Part of our strategy is to restrict the amount of funds under management. This enables Forager to remain nimble and to jump on new opportunities quickly.

READ MORE ABOUT OUR INVESTMENT STRATEGY

Our Funds

Strategic Overview
  • Concentrated portfolio of global equities
  • A combination of large liquid resilient businesses
  • With smaller value based opportunities
  • Flexible mandate allows for a wide range of markets
  • Investment team with deep pockets of expertise
  • Weekly applications and redemptions
Performance (net of fees) as at 31 August 2022
-31.89%
1 year
10.56% p.a
3 year
7.15% p.a
5 year

1.23%* Management & expense recovery fee (p.a)

12.53%*Performance fee (on returns above benchmark)

View historical unit prices

*As at 30 September 2022. Please refer to the Product Disclosure Statement for a detailed break down of fees and costs.

Inception date 8 February 2013.

Strategic Overview
  • Concentrated portfolio of ASX-listed stocks
  • Long track record in identifying unloved gems
  • Restricted fund size allows small-cap investments
  • Strong focus on minimising portfolio risks
  • Structure offers flexibility in distressed markets
  • Listed on ASX as a Listed Investment Trust (LIT)
Performance (net of fees) as at 31 August 2022
-23.62%
1 year
6.00% p.a
3 year
1.19% p.a
5 year

1.1%* Management & expense recovery fee (p.a)

10%*Performance fee (on returns over 8% p.a)

ASX (FOR) Investor Center View historical unit prices

*Please refer to the Product Disclosure Statement for a detailed break down of fees and costs.

Past performance is not an indicator of future performance. The Trust Co (RE Services) Limited, Fundhost Limited and Forager Funds Management do not guarantee investment performance or distributions, and the value of your investment may rise or fall.

INVESTOR TESTIMONALS

“I’ve trusted Forager and have confidence in them to deliver results for me over a long period of time. It’s not a conventional addition, but it’s a complement to my portfolio. The team communicates with me about where they’ve got it wrong and how they’re getting it right. In my experience, they’re not your typical funds management team – they’re open and honest with how they approach investing and how they plan to grow my portfolio over time.”

— Gavin

WA

“There is inherent volatility within the Forager investment universe because they’re investing at the smaller end of the market. I like volatility, I’m used to it in my day job, it’s not always pleasant but it doesn’t worry me. I think where Forager wins for me is they seem to have a real curiosity, which in my experience you don’t get with other funds that seem more mechanical.”

— Craig

Regional NSW