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Antipodes Global Fund – Long

The fund offers an eclectic portfolio of attractively valued companies listed on global stock exchanges, including in emerging markets. The strategy of the fund is appealing to investors who seek to grow their wealth over the long term while remaining mindful of risk adjusted returns.

This product is intended for use as a core, minor or satellite allocation for a consumer who is seeking capital growth and has a high or very 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

wdt_ID Title Detail
1 Investment manager Antipodes Partners Limited
21 Responsible entity Pinnacle Investment Management Limited
22 Strategy Global Equity
23 Investment objective The aim of the Fund is to outperform the benchmark over the investment cycle (typically 3-5 years)
24 Benchmark MSCI All Country World Net Index in AUD
25 Suggested minimum investment period 5 years
26 Risk High
27 Portfolio Allocation1 75-100% Global equities
0-25% Cash
28 Registration Australia & New Zealand
29 Dealing frequency & cut-off Daily / 12pm Sydney
30 Distribution frequency Annually, 30 June
31 Minimum initial investment A$25,000
32 Minimum additional investment A$5,000
33 Strategy inception date July 2015
34 ISIN AU60WHT00576
35 APIR WHT0057AU
36 ARSN 118 075 764
37 Bloomberg code WHT0057:AU
38 ASX mFund code AGP01

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

All returns are net of fees and in AUD terms. 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.3 Value benchmark is representative of the returns of MSCI AC World Value Index (net div.)

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 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.

Unit price history

Distribution history

Portfolio profile as at 31st August 2024

Top 10 equity longs (%)