Australian Fund Reports

Video analysis of our June reports

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IN THE LATEST QUARTERLY REPORT - March 2019

Value investors have been doing it tough. When the tide eventually comes in, it will come in faster for those who can adapt.

  • Motoring into two new investments
    The fund has made investments in two very different businesses in the auto sector
  • "Experience" the value
    News on the investment in "Experience Co.", the old Skydive the Beach
  • Portfolio News
    Updates on iSelect, Mainstream and CTI Logistics, amongst others

$159.3M

Portfolio value at 29 March 2019

$160.9M – February 2019

$154.0M – January 2019

21

Stocks in this fund

as at 29 March 2019

11.00%

Average annual return since inception

as at 29 March 2019

$1.39

Market price

as at 29 March 2019

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.

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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.