Antipodes Global Equities Fund (Hedged)

The fund offers an eclectic portfolio of attractively valued companies listed on global stock exchanges, including in emerging markets. Our fundamental, pragmatic value-focused approach focuses on buying great but undervalued companies and building a concentrated portfolio of at least 30 holdings. The strategy of the fund is appealing to investors seeking AUD hedged exposure to grow their wealth over the long term while remaining mindful of risk adjusted returns.

This product is intended for use as a core allocation for a consumer who is seeking capital growth and has a high risk and return profile for that portion of their investment portfolio. It is likely to be consistent with the financial situation and needs of a consumer with a 5-year investment timeframe and who is unlikely to need to withdraw their money on less than one week’s notice.

Key facts

Investment manager Antipodes Partners Limited
Responsible entity Pinnacle Investment Management Limited
Strategy Global Equity
Investment Objective The aim of the Fund is to outperform the benchmark over the investment cycle (typically 3-5 years)
Benchmark MSCI All Country World Net Index (100% Hedged to AUD)
Suggested minimum investment period 5 years
Risk High
Portfolio Allocation1 75-100% Global Equities
0-25% Cash
Registration Australia
Dealing frequency & cut-off Daily / 12pm Sydney
Distribution frequency Annually, 30 June
Minimum initial investment A$25,000
Minimum additional investment A$5,000
Strategy inception date 8 September 2023
ISIN AU60WHT40077
APIR WHT4007AU
ARSN 670 307 865

1The portfolio allocation ranges provided are indicative only. The Fund will be rebalanced within a reasonable period of time should the exposure move outside these ranges.

Net performance

1The inception date of the Antipodes Global Equities Fund (Hedged) (Class P) is 8 September 2023. In order to show performance since the fund’s inception, the performance for the period 3 August 2020 to 7 September 2023 is derived from the Antipodes Global Equities Fund (Hedged) (Class Z) and has been adjusted to reflect the fees of Class P. 2 MSCI All Country World Net Index (100% Hedged to AUD). All returns are net of fees and in AUD terms. Past performance is not a reliable indicator of future performance.

 

Performance chart

Cumulative performance (over selected time horizon)

All returns are net of fees and in AUD terms. Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding taxation. Past performance is not a reliable indicator of future performance. The inception date of the Antipodes Global Equities Fund (Hedged) (Class P) is 8 September 2023. In order to show performance since the fund’s inception, the performance for the period 3 August 2020 to 7 September 2023 is derived from the Antipodes Global Equities Fund (Hedged) (Class Z) and has been adjusted to reflect the fees of Class P.

 

Unit price history

Portfolio profile as at 31st January 2024

Top 10 equity longs (%)

Sector exposure (%)²

Currency exposure (%)¹ ²

Regional exposure (%)¹ ²

1 Where possible, regions, countries and currencies classified on a look through basis. 2 Antipodes Partners classification.

Monthly updates

For historical reports, please contact the Antipodes team

Quarterly updates

For historical reports, please contact the Antipodes team

mFund

Annual Financial Statement

Other Documents

Invest

If you are applying online, or using paper application forms, the minimum investment in the Antipodes Global Equities Fund (Hedged) is $25,000 for new investors and $5,000 for existing investors.


Who may invest in the fund

This fund is open to investors from Australia and New Zealand. For international investors, please visit our international page for investment options.

Online applications are available for individuals, partnerships, SMSFs, superannuation funds and other regulated trusts and companies. Applications for unregulated trusts, (such as family and testamentary trusts) cannot be completed online and should make use of the paper based application form in the ‘All forms’ section of this page.


Important information

It is a legal requirement to download and read the Product Disclosure Statement before proceeding and we recommend that you consult a licensed financial advisor before making investment decisions.

Download Product Disclosure Statement.

Download Additional Information to the PDS.

Download Target Market Determination (TMD).


Apply online

The application below allows you to open an account with our distribution partner; Pinnacle Investment Management Group Pty Ltd (‘Pinnacle’), who focus on providing superior investment services and delivering investment excellence.

  1. Select your account type
  2. Complete the application form, selecting the relevant fund
  3. Verify your identity online (use your Drivers Licence)
  4. Submit the application
  5. Separately make a secure payment from your bank account to the Trustee

Receive live email notifications as the application is processed.

Financial advisers:

Apply online

Individual investors:

Apply online


Apply via a paper form

Purchase, top-up or sell a managed fund investment the familiar way.

  1. Download an application form here
  2. Complete the application form & sign
  3. Provide certified copies of your identity to verify your identity
  4. Post original form and certified documents to:
    Antipodes Global Equities Fund (Hedged)
    C/ Citi Unit Registry Australia
    GPO 764
    MELBOURNE
    VIC 3001
  5. Separately make a secure payment from your bank account to the Trustee

Download an application form.


Important information

This webpage is prepared by Antipodes Partners Limited (‘Antipodes’) (ABN 29 602 042 035 , AFSL 481 580) as the investment manager of the Antipodes Global Equities Fund (Hedged) (ARSN 670 307 865) (the ‘Fund’). Pinnacle Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238 371) is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly-owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22 100 325 184) .

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Fund, you should consider the current Product Disclosure Statement (PDS) and Target Market Determination (‘TMD’) of the Fund and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

Neither PFSL nor Antipodes guarantees repayment of capital or any particular rate of return from the Fund.  There can be no assurance that the Fund will achieve its investment objectives. The value of your units at any point in time may be worth less than your original investment even after taking into account the reinvestment of Fund distributions. Returns are not guaranteed, and you may lose some or all of your money. The specific risks associated with investing in the Fund, and the risks associated with the Fund’s investments, are discussed in Section 3 of the Product Disclosure Statement. Neither PFSL nor Antipodes gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this website. All opinions and estimates included in this website constitute judgments of Antipodes as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.