Reports

Our funds' reports pages provide essential updates and insights into performance and holdings, empowering informed investment decisions through comprehensive information and analysis.

Quarterly Fund SUmmary
Summary

The 2025 financial year was one of the best in Forager’s 15-year history. Both funds delivered excellent absolute and relative returns. The Forager Australian Shares Fund returned 31.1%, more than double the 13.2% return of the All Ordinaries Accumulation Index. The International Fund returned 23.8%, exceeding the MSCI World IMI Index by 5.7% and outperforming its new benchmark, the MSCI World SMID Index, by 5.4%.

Australian Shares Fund
$191.2m
Portfolio Value
10.77%
Performance since Inception
$2.0548
Buy Price
International Shares Fund
$253.7m
Portfolio Value
13.43%
Performance since Inception
$2.1793
Buy Price
Quarterly Reports
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Reports

Both of Forager's Funds reports each month on their 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 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.

All Reports

Reports

Both of Forager's Funds reports each month on their 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 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.

All Reports

Reports

Both of Forager's Funds reports each month on their 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 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.

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