International Fund Reports

Video analysis of reports

IN THE LATEST QUARTERLY REPORT - DECEMBER 2019

The last quarter of 2019 saw strong share price movements for many of the Forager International Shares Fund holdings. Overall, the net asset value increased by a touch under 11%.

  • Blancco unleashed
    Things have been falling into place for the Fund's largest holding.
  • Bagged a bargain with Motorpoint
    Why we think this UK car dealership has good prospects.
  • Out with the old, in with the new
    Stocks have been sold to make way for some exciting new investments including Ulta Beauty and Spotify.

$171.8M

Portfolio value at 31 December 2019

$165.3M:
November 2019

$158.7M:
July 2019

32

Stocks in this fund

as at 31 December 2019

13.41%

Average annual return since inception

as at 31 December 2019

$1.7216

Buy price

as at 31 December 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.

All international Fund Reports

The Forager International 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.