Australian Shares Fund Reports

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IN THE LATEST QUARTERLY - MARCH 2023

Smaller non-resource companies continued to underperform over the quarter, with wage inflation persisting as the main issue from the March reporting season.

    $143.1m

    Portfolio value at 31 March 2023

    $149.6m: Feb 2023
    $157.5m: Jan 2023

    28

    Stocks in this fund

    as at 31 March 2023

    8.78%

    Average annual return since inception

    as at 31 March 2023

    $1.25

    Market price

    as at 31 March 2023

    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.

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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 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.