Australian Shares Fund Reports

Latest video analysis

IN THE LATEST QUARTERLY REPORT - JUNE 2020

Stock markets rebounded in the June quarter and the Fund’s stocks rallied even harder. That wasn’t enough to offset the damage from March.

  • Opportunities in the COVID drawdown
    A number of new stocks were added to the portfolio following the selloff in March
  • Will we ever travel again
    Travel will never go back to the way it was - what does that mean for tourism stocks?
  • The iso-holiday beneficiaries
    Companies with travellers seeking a socially distant local holiday

$118.2m

Portfolio value at 30 June 2020

$121.0m – May 2020

$102.7m – April 2020

29

Stocks in this fund

as at 29 June 2020

6.82%

Average annual return since inception

as at 30 June 2020

$0.87

Market price

as at 30 June 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.