Australian Shares Fund Reports


The Forager Australian Shares Fund (FOR) increased by 5.0% during the quarter, recording a calendar year return of 10.9% for 2023.

  • Lower Valuations for Some Businesses
    This has made a number of stocks look more attractive to the team
  • Praemium New Addition
    Praemium operates Australia’s third-largest independent investment platform
  • Delisting Proposal
    Find out more about the proposal to delist this Fund from the ASX


Portfolio value at 29 December 2023

$146.6m: Nov 2023
$139.9m: Oct 2023


Stocks in this fund

as at 29 December 2023


Average annual return since inception

as at 29 December 2023


Market price

as at 29 December 2023

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 Forager Insights.

All australian Fund Reports

There was an issue with the calculation in the 10 year performance of the Forager International Shares Fund and the ASX index in the reports between December 2022 and May 2023 – read the ASX announcement with corrections here.

The Forager Australian Shares Fund reports each month on its performance and portfolio activity. At the conclusion of each quarter, a more detailed Quarterly Report is published. In between, Monthly Reports give an overview of fund activity and performance statistics.

You can request a copy of the reports by calling 02 8320 0555.

Prior to 30 June 2014, the Forager Australian Shares Fund was known as the Intelligent Investor Value Fund. Old reports will still refer to the old name.