International Shares Fund Reports

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IN THE LATEST QUARTERLY - SEPTEMBER 2020

New investments were made at a rapid rate during the quarter. The Fund has now returned 27.4% for the past year, versus 3.1% for the MSCI AC World Net Index in $A benchmark

  • SPAC Capital Raisings
    Two new investments were thanks to the huge level of activity in the Special Purpose Acquisition Company.
  • Open Lending added to the portfolio
    Owns a technology platform that provides lending enablement and risk analytics solutions.
  • APi Group
    Providing maintenance services in the fire safety, utilities and telecommunications.

$182.7m

Portfolio value at 30 October 2020

$178.8m:
September 2020

$177.5m:
August 2020

38

Stocks in this fund

as at 30 October 2020

14.26%

Average annual return since inception

as at 30 October 2020

$1.8242

Buy price

as at 30 September 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.