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Money Management – 14 May 2021

Forager learns from portfolio size mistakes

Money Management looks at Forager’s approach to its stock picks as fund assets increase.

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Copyright © 2022 This website is prepared and issued by Forager Funds Management Pty Ltd ABN 78 138 351 345 AFSL No. 459312. Forager Funds Management provides general information only and does not take account of your individual investment objectives, financial situation or needs. Past performance is not indicative of future performance. Where the MSCI AC Index is cited, this refers to the MSCI All Country World Investable Market Index (Net) in Australian dollars.

The Trust Company (RE Services) Limited (ABN 45 003 278 831 and AFSL No. 235150) is the issuer of the Forager Australian Shares Fund (ARSN No. 139 641 491). Fundhost Limited (ABN 69 092 517 087 and AFSL No. 233045) is the issuer of the Forager International Shares Fund (ARSN No. 161 843 778). Before deciding whether to acquire or continue to hold the product, you should read the relevant Product Disclosure Statement, any ASX notices, and seek advice from investment and taxation professionals to determine if the product is appropriate for your needs. The Forager International Shares Fund PDS is available here and the Target Market Determination (TMD) is available here. Access Forager Australian Shares Fund PDS here, the TMD will be available from Forager when required by law.