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Could inflation eat away at your investments?

From groceries to energy prices and your standard cup of coffee, inflation can impact all walks of life. But what is the impact of inflation on your
investment portfolio?

Let’s take a look at some of the key signposts of inflation and how it can impact investments.

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What's Better - Value or Growth Stocks?

The truth is, there’s no one size fits all strategy for success. Some of the world’s greatest investors focus on growth, others on value.

It’s helpful to understand some of the key differences between growth and value stocks, how they might contribute to your portfolio and – importantly – why you don’t need to choose between them to generate investment returns.

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Investing in Rising Markets

Investor behaviour can change in bull markets from fear of loss to fear of missing out. With investor confidence rising and investment markets gaining, finding value in these markets can be challenging.

Learn what a bull market looks like, where the seek value when the markets seem expensive, and key elements when investing.

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Investing in Volatile Markets

The last few years have been tumultuous in investment markets, which proved difficult to manage for investors.

Volatility can be worrying for some investors, but we believe it can provide opportunities to invest in businesses that were previously overpriced. Here are some tips on things to consider when investing in volatile market conditions.

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Our Funds

Strategic Overview
  • Concentrated portfolio of global equities
  • A combination of large liquid resilient businesses
  • With smaller value based opportunities
  • Flexible mandate allows for a wide range of markets
  • Investment team with deep pockets of expertise
  • Weekly applications and redemptions
Performance (net of fees) as at 31 August 2022
-31.89%
1 year
10.56% p.a
3 year
7.15% p.a
5 year

1.23%* Management & expense recovery fee (p.a)

12.53%*Performance fee (on returns above benchmark)

View historical unit prices

*As at 30 September 2021. Please refer to the Product Disclosure Statement for a detailed break down of fees and costs.

Inception date 8 February 2013.

Strategic Overview
  • Concentrated portfolio of ASX-listed stocks
  • Long track record in identifying unloved gems
  • Restricted fund size allows small-cap investments
  • Strong focus on minimising portfolio risks
  • Structure offers flexibility in distressed markets
  • Listed on ASX as a Listed Investment Trust (LIT)
Performance (net of fees) as at 31 August 2022
-23.62%
1 year
6.00% p.a
3 year
1.19% p.a
5 year

1.1%* Management & expense recovery fee (p.a)

10%*Performance fee (on returns over 8% p.a)

ASX (FOR) Investor Center View historical unit prices

*Please refer to the Product Disclosure Statement for a detailed break down of fees and costs.

Past performance is not an indicator of future performance. The Trust Co (RE Services) Limited, Fundhost Limited and Forager Funds Management do not guarantee investment performance or distributions, and the value of your investment may rise or fall.