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 rise of passive investing through index funds and ETFs has meant that many active fund managers in the large-cap space are struggling to add value. This leaves Forager with two clear areas where we can add value. Identifying smaller companies that can become future index constituents; and investing in a countercyclical manner when panic sets in and others are pessimistic.

Australian Shares Fund
$182.9m
Portfolio Value
10.41%
Performance since Inception
$1.9154
Buy Price
International Shares Fund
$232.2m
Portfolio Value
12.77%
Performance since Inception
$2.0192
Buy Price
Quarterly Reports
Latest Roadshow
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.

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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