International Shares Fund Reports

Latest Video Analysis

IN THE LATEST QUARTERLY - DECEMBER 2020

New investments were made at a rapid rate during the quarter. The Fund has now returned 38.26% for the past year, versus 5.90% for the MSCI AC World Net Index in $A benchmark.

  • Value and growth in steady businesses
    APG and FREE continue to trade at attractive valuations and show growth prospects.
  • Twitter: Overused and under-monetised
    TWTR shows signs of user and revenue growth.
  • Brexit, finally
    After months of negotiation, Brexit agreements were signed.

$216.0m

Portfolio value at 31 December 2020

$203.1m:
November 2020

$182.7m:
October 2020

38

Stocks in this fund

as at 31 December 2020

16.28%

Average annual return since inception

as at 31 December 2020

$2.1429

Buy price

as at 31 December 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.