International Shares Fund Reports

Latest Video Analysis

IN THE LATEST QUARTERLY REPORT - JUNE 2020

Panic abated and exuberance returned this quarter. New ideas added immensely to the Fund’s returns. In this increasingly bifurcated market, we’re accelerating the hunt for more.

  • Many degrees of Celsius
    This energy drinks manufacturer and distributor is new into the Fund
  • COVID-19 gives us an Autodesk
    The selloff in March allowed the Fund to buy shares in Autodesk
  • Deals on demand at Uber
    Uber management has had a busy start to the Northern summer

$161.5m

Portfolio value at 31 July 2020

$165.5m:
June 2020

$167.3m:
May 2020

38

Stocks in this fund

as at 31 July 2020

12.72%

Average annual return since inception

as at 31 July 2020

$1.5936

Buy price

as at 31 July 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.