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Whether it was the presidential election or varying responses to Covid-19, 2020 was a tumultuous year and one which proved difficult to manage.

To assist our investors and followers, we have gathered our thoughts as a team to collate a PDF white paper which gives some perspective on how Forager navigates volatile markets and some helpful insights that might benefit your own strategy.

Thriving in Volatile MarketsThriving in Volatile Markets

Navigating volatile markets is something the research team at Forager has been successful at doing, with a proven track record over more than 10 years.

In fact, Forager tends to thrive when things are volatile.

Using a psychological or informational edge, the team identify which businesses to buy and when. Often volatile markets provide an opportunity to buy certain businesses which may not otherwise arise. This was put into action for a number of stocks in March and April of 2020 when volatility caused some very attractive buy prices.

The Forager International Shares Fund thrived in the volatile markets of 2020. The Fund reported a performance of +80.13% over the past year (to 31 May 2021), net of all fees.

Forager International Shares FundForager International Shares Fund

The Forager International Shares Fund provides a different approach to investing overseas.

With investments in large liquid and resilient businesses, combined with smaller value based ideas when the opportunities arise, the Fund offers exposure to a unique portfolio of global shares.

– Typically invested in 20-40 stocks.

– Research analysts with expertise in Europe, the UK, and the US.

– Current investments are in North America, Europe and Asia.

– The Fund is unhedged so offers foreign currency exposure.

– Start investing with a $20,000 lump sum or $200 per month direct debit.

Forager International Shares Fund Performance (net of all fees)

As at 31 May 2021 | Inception Date: 08/02/2013

53.51%
1 year
23.10% p.a
3 year
19.18% p.a
5 Year

*Inception date 8 February 2013. Past performance is not a reliable indicator of future performance. Fundhost and Forager Funds Management do not guarantee investment performance or distributions, and the value of your investment may rise or fall.

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Product Disclosure Statement

Investing with Forager – please read the Product Disclosure Statement (PDS) for this Fund in order to decide whether this is the right investment for you.

The PDS contains information about how the fund is set up and works in practice, the investment strategy plus information on fees and costs.

Before making an investment in the Forager International Shares Fund, you should download and read the PDS for the Fund.

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