Australian Shares Fund Reports

IN THE LATEST QUARTERLY - MARCH 2021

A takeover was announced for one of the Fund’s largest investments and another significant holding clocked a record quarter of new sales.

  • Finally in the Mainstream
    An excellent bid has been made for this long term investment
  • SG Fleet doing the taking over
    A deal to buy Leaseplan has been struck
  • Tourism set to take flight
    With the announcement of the Australia and New Zealand travel bubble

$183.1m

Portfolio value at 31 March 2021

$182.3m: February 2021

$182.3m: January 2021

33

Stocks in this fund

as at 31 March 2021

10.96%

Average annual return since inception

as at 31 March 2021

$1.48

Market price

as at 31 March 2021

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.