About
The Forager International Shares Fund offers a different approach to investing overseas. By blending small and mid cap ideas with larger more resilient businesses as opportunities emerge, the Fund can provide your portfolio exposure to a unique collection of global shares. The minimum investment in this Fund is $20,000, or $1,000 per month in the monthly savings plan. You do not need an initial investment to start a monthly investment plan.
- The Forager International Shares Fund invests in 20-40 underappreciated international businesses, offering a more concentrated portfolio than many global funds.
- The target markets are those with solid legal systems and political stability, with research being undertaken by experts in Europe, the UK and the US.
- The investment team focuses on sectors, markets and management teams where they have expertise and prior experience.
- The Fund doesn't hedge currency exposure from overseas stocks, therefore providing investors some diversification through foreign currency exposure.
- Distributions are semi-annually, targeting a 4% yield. Special distributions may be issued when taxable income is significantly in excess of the ordinary distribution. This policy may be adjusted by the RE at their discretion.
Performance (net of all fees)
Performance
1 year
3 years (p.a.)
5 years (p.a.)
10 years (p.a.)
Since inception (p.a.)
Historical Data
Comparison of $10,000 investment over time
Fees
Management & expense recovery fee
Performance fee (on returns above benchmark index*)
Establishment & withdrawal fees
Reports
Documents and Forms
Research
Research
Official ratings for the Forager International Shares Fund. For more information about any of these ratings, please contact the team at Forager.
Invest in this Fund
New Investors
New investors can fill in the online application form, or download an application form and send to Automic, the administrator of this fund. The minimum investment is $20,000, or $1,000 per month in the monthly savings plan. You do not need an initial investment to start a monthly investment plan.
Existing Investors
Existing investors who would like to add to their investment can log into their Automic account and request to Top Up from the Portfolio dashboard. Top Up can be found in the "Details" drop down of the investment you would like to add to. The minimum additional investment is $1,000.