International Fund Reports

Video analysis of reports

IN THE LATEST QUARTERLY REPORT - SEPTEMBER 2019

Plenty of new investments have been added during the first nine months of 2019. A few of the older underperformers, though, have been making something of a recovery.

  • Hong Kong in turmoil
    The continuing protests in Hong Kong means the economy is suffering.
  • Zebra's got the right barcode
    Retail scanning technology is becoming more widespread, a trend we believe is likely to continue.
  • Changing horses
    Find out the reasons behind our decision to sell Ausnutria after holding for a short period.

$157.8M

Portfolio value at 30 September 2019

$155.6M:
August 2018

$162.9M:
July 2018

31

Stocks in this fund

as at 30 September 2019

12.20%

Average annual return since inception

as at 30 September 2019

$1.5566

Buy price

as at 30 September 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.