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Antipodes Global Fund – Long with ratings

The fund offers an eclectic portfolio of attractively valued companies listed on global stock exchanges. The strategy of the fund is appealing to investors who seek to grow their wealth over the long term while remaining mindful of volatility and striving to preserve capital during challenging times in the market.

Key facts

wdt_ID Title Detail
1 Legal Structure Australian Unit Trust
2 Strategy Global Equity
3 Investment objective The aim of the Fund is to outperform the benchmark over the investment cycle (typically 3-5 years)
4 Suggested minimum investment period 5 years
5 Benchmark MSCI All Country World Net Index in AUD
7 Registration Australia & New Zealand
10 Dealing frequency & cut-off Daily / 12pm Sydney
11 Distribution frequency Annually, 30 June
12 Minimum initial investment A$25,000
13 Minimum additional investment A$5,000
14 Strategy inception date July 2015
16 ISIN AU60WHT00576
17 APIR WHT0057AU
18 ARSN 118 075 764
19 Bloomberg code WHT0057:AU
20 ASX mFund code AGP01

Net 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. 1The inception date of the Antipodes Global Fund – Long (Class P) is 1 August 2015. In order to show performance since the fund’s inception, the performance for the period 1 July 2015 to 31 July 2015 is derived from Antipodes Global Fund – Long (Class I) and is adjusted to reflect the fees of Class P.2 MSCI All Country World Net Index in AUD.

Unit price history

Distribution history

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 Fund – Long is $25,000 for new investors and $5,000 for existing investors. However, if you choose to invest on line through the ASX mFund service, these restrictions do not apply.

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 online via broker

Purchase, top-up or sell a managed fund investment online using the ASX settlement systems.
ASX Code: AGP01 Antipodes Global Fund – Long

  1. Check your Online Broker supports MFUNDs
  2. Log-in and complete the form
  3. Submit the form

Ensure your brokerage account has the necessary funds to settle.
Ideal for investors who already have an online brokerage account.

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 Fund – Long
    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.

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).

Check out our investing tools

Our latest insights

Invest online now

Ratings

The Antipodes Global Fund – Long has been rated “Highly Recommended” by Zenith Investment Partners, “Recommended” by Lonsec Research, received a Morningstar Analyst RatingTM of “Bronze” and has a “1st Quartile” Evergreen Responsible Investment Grading Index (ERIG) ranking.

 

                

 

Important information

All website content in respect of the  Antipodes Global Fund – Long (ARSN 118 075 764) (the Fund) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Fund and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.

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. 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.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned Antipodes Global Fund; Antipodes Global Fund – Long; Antipodes Asia Fund – November 2020; Antipodes Global Shares (Quoted Managed Fund) – October 2020) referred to on this website is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

The Lonsec Ratings (assigned as follows: Antipodes Global Fund; Antipodes Global Fund – Long; Antipodes Asia Fund; Antipodes Global Shares (Quoted Managed Fund) – March 2021) presented on this website are published by Lonsec Research presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Antipodes products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://www.lonsec.com.au/fund-manager/investment-product-ratings.

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at https://www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”).

As at 10 May 2021 the Morningstar Analyst RatingTM for the Antipodes Global Shares (Quoted Managed Fund) (ASX:AGX1) is ‘Bronze’. As at 3 May 2021 the Morningstar Analyst RatingTM for the Antipodes Global Fund – Long is ‘Bronze’. As at 4 May 2021 the Morningstar Analyst RatingTM for the Antipodes Global Fund is ‘Neutral’.

Evergreen Research Pty Ltd trading as ERIG Index ABN 17 647 506 590 is AuthorisedRepresentative 001289533 of Evergreen Fund Managers Pty Ltd ABN 75 602 703 202AFSL 486275. The material is for the information purposes of non-retail clients only.It is not, and is not to be construed as, advice or a recommendation to acquire, holdor dispose of financial products or to use financial services. The ERIG Indexmeasures only the Responsible Investment capabilities of funds. It does not assessthe performance or other features of the funds.