International Shares Fund Reports

IN THE LATEST QUARTERLY - MARCH 2021

US broker Baird estimates that only 6.2% of global funds outperformed the market in 2020 and are outperforming so far this year. The Forager International Shares Fund is in this minority.

  • A farewell to some star performers
    Hopefully the sale of these good performing stocks is temporary
  • It hasn't all been crazy
    There are plenty of longer-hold holdings producing sound results and more modest share price rises.

$263.5m

Portfolio value at 31 May 2021

$256.4m:
April 2021

$235.7m:
March 2021

38

Stocks in this fund

as at 31 May 2021

18.19%

Average annual return since inception

as at 31 May 2021

$2.3198

Buy price

as at 31 May 2021

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.