Australian Shares Fund Reports

IN THE LATEST QUARTERLY - DECEMBER 2022

While 2022 was a rough year for the Forager Australian Shares Fund, there was a second-half recovery thanks to takeovers and profit upgrades, rather than any market-wide factors.

    $152.5m

    Portfolio value at 31 December 2022

    $159.7m: Nov 2022
    $151.4m: Oct 2022

    29

    Stocks in this fund

    as at 31 December 2022

    9.19%

    Average annual return since inception

    as at 31 December 2022

    $1.36

    Market price

    as at 31 December 2022

    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

    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 8277 4812.

    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.