Australian Shares Fund Reports

Latest video analysis

IN THE LATEST QUARTERLY - SEPTEMBER 2020

Continuing a pleasing trend, many of the investments in the portfolio announced strong recoveries from COVID-induced disruption.

  • Big price moves in stocks
    Moves in NZME, NTD and MTO take them above previous market peak.
  • Miners raising equity
    COVID has also benefited global gold miners and their suppliers.
  • The upside of volatility
    Volatile markets have brought plenty of opportunities.

$156.2m

Portfolio value at 30 October 2020

$145.1m – September 2020

$143.6m – August 2020

31

Stocks in this fund

as at 30 October 2020

9.59%

Average annual return since inception

as at 30 October 2020

$1.25

Market price

as at 30 October 2020

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

All australian Fund Reports

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 8305 6050.

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.