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

We have been preparing for the next downturn for the past year or so. The Forager International Shares Fund’s exposure to the US fell from 64.6% a year prior to 45.8% at the end of February this year. Its exposure to Japanese stocks increased and the cash weighting for both portfolios was above 10% at the start of March.

Australian Shares Fund
$170.8m
Portfolio Value
10.08%
Performance since Inception
$1.9342
Buy Price
International Shares Fund
$227.9m
Portfolio Value
12.60%
Performance since Inception
$2.2023
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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