International Shares Fund Reports

IN THE LATEST QUARTERLY REPORT - MARCH 2020

Panic and distress hit global stock markets hard in March. While the Fund’s holdings weren’t immune, it is a well-balanced portfolio and the impact was muted by a weak Australian dollar.

  • Retail and airports grounded indefinitely
    Businesses have suffered as due to forced closures.
  • Blancco holds the fort
    Blancco is one of the least affected companies in the portfolio
  • New investments
    New investments in the US, UK and Asia.

$150.7M

Portfolio value at 30 April 2020

$138.8M:
March 2020

$165.5M:
February 2020

33

Stocks in this fund

as at 30 April 2020

11.17%

Average annual return since inception

as at 30 April 2020

$1.5575

Buy price

as at 30 April 2020

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.