To assist our investors and followers, we have gathered our thoughts as a team to collate a PDF white paper guide which gives some perspective on how Forager searches for new ideas in the current markets and some helpful insights that might benefit your own strategy.
Thriving in all MarketsNavigating the ever changing markets is something the research team at Forager has been successful at doing, with a proven track record over more than 10 years.
In the markets of today, the team are finding plenty of good stock ideas.
So where are they looking? The investment expertise at Forager lies in understanding businesses and investor behaviour, spotting patterns and trends that are unique but can be applied across markets and sectors. Applying this to certain international markets has been working well for the team over the past few months.
The Forager International Shares Fund continues to perform well in today’s markets after thriving in the volatile markets of 2020. The Fund reported a performance of +78.88% over the past year (to 30 June 2021), net of all fees.
Forager International Shares FundThe 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.
As at 30 June 2021 | Inception Date: 08/02/2013
As at 30 June 2021 | Inception Date: 08/02/2013
| 1 year | 3 year | 5 Year | Since inception Annualised | |
|---|---|---|---|---|
| International Shares Fund | 78.88% | 25.30% p.a | 22.22% p.a | 19.05% p.a |
| MSCI AC World Net Index in $A | 29.40% | 13.68% p.a | 14.39% p.a | 15.23% p.a |
| Value Added | 49.48% | 11.62% p.a | 7.83% p.a | 3.82% p.a |
*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.
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.
DOWNLOAD PDS