Australian Shares Fund Reports

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IN THE LATEST QUARTERLY - DECEMBER 2021

The curtains have closed on an eventful 2021 for the Fund. Lockdowns, new COVID strains, inflation, labour shortages, takeovers and IPOs all made an impact this year.

    $227.9m

    Portfolio value at 31 December 2021

    $221.1m: Nov 2021
    $225.9m: Oct 2021

    42

    Stocks in this fund

    as at 31 December 2021

    12.55%

    Average annual return since inception

    as at 31 December 2021

    $1.77

    Market price

    as at 31 December 2021

    For more regular insights into Chief Investment Officer Steve Johnson and the team’s thoughts on investing, the Australian Fund and the wider market, visit the Forager Blog.

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    • 2019