Reports

Our funds' reports pages provide essential updates and insights into performance and holdings, empowering informed investment decisions through comprehensive information and analysis.

Quarterly Fund SUmmary
Summary

Software was at the centre of a sharp de-rating as AI fears took hold, while the conflict in Iran added to an already fragile backdrop. As Steve Johnson writes in his CIO letter, “Pessimism is where we thrive.” Rather than retreating, Forager has been using the sell-off to put cash to work - adding to existing holdings, re-entering previously sold positions and backing new opportunities at lower prices.

Australian Shares Fund
$169.5m
Portfolio Value
9.61%
Performance since Inception
$1.8160
Buy Price
International Shares Fund
$220.0m
Portfolio Value
11.53%
Performance since Inception
$1.9425
Buy Price
Quarterly Reports
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Reports

Both of Forager's Funds reports each month on their 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 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.

All Reports

Reports

Both of Forager's Funds reports each month on their 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 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.

All Reports

Reports

Both of Forager's Funds reports each month on their 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 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.

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