International Shares Fund Reports


It was an eventful end to the 2023 year, with the Forager International Shares Fund delivering 8.1% in December alone. The 2023 calendar year result was 26.9%.

  • Smaller Companies Increase
    A number of small companies began seeing share price gains in November and December
  • New Addition in Clean Harbors
    North America's leading environmental and industrial services provider in the portfolio
  • Chance to buy MTU Aero Engines
    A production error created the opportunity to buy this company


Portfolio value at 29 December 2023

$191.6m: Nov 2023
$186.2m: Oct 2023


Stocks in this fund

as at 29 December 2023


Average annual return since inception

as at 29 December 2023


Buy price

as at 29 December 2023

For more regular insights into Chief Investment Officer Steve Johnson and the team’s thoughts on investing, the International Fund and the wider market, visit Forager Insights.

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 8320 0555.