The fund offers an eclectic portfolio of attractively valued small-to-mid sized companies (based on market capitalisation) listed on global stock exchanges, with a focus on companies with a market capitalisation between US$1-30bn. 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.
| Investment manager | Antipodes Partners Limited |
| Responsible entity | Pinnacle Investment Management Limited |
| Strategy | Global Equity - SMID Cap |
| 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 SMID Cap Net Index (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 | November 2022 |
| ISIN | AU60WHT14643 |
| APIR | WHT1464AU |
| ARSN | 654 913 309 |
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 Opportunities Fund is November 2022. 2 MSCI All Country World SMID Cap Net Index (AUD).
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 Opportunities Fund is November 2022.
Unit price history
Distribution history
1 Where possible, regions, countries and currencies classified on a look through basis. 2 GICS Classification. 3 Antipodes Partners classification.
If you are applying online, or using paper application forms, the minimum investment in the Antipodes Global Opportunities Fund is $25,000 for new investors and $5,000 for existing investors.
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.
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.
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.
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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 Opportunities Fund (ARSN 654 913 309) (the ‘Fund’). Pinnacle Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238371) is the product issuer of the Fund and is a wholly owned subsidiary of Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22 100 325 184). PFSL is not licensed to provide financial product advice.
The information contained in this webpage is general information only and does not take into account your objectives, financial situation or needs. Before making a decision to acquire, or continue to hold units in, the Fund, you should consider the Product Disclosure Statement (PDS) and Target Market Determination (TMD). For historic TMDs, please contact Pinnacle Client Services via phone 1300 010 311 or email service@pinnacleinvestment.com. Any persons relying on this information should obtain professional advice before doing so and consider the appropriateness of the information having regard to your specific circumstances.
Past performance is not a reliable indicator of future performance and the repayment of capital is not guaranteed. 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 PDS. Any opinions and forecasts reflect the judgment and assumptions of Antipodes and its representatives on the basis of information available as at the date of publication and may later change without notice.
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.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (Antipodes Global Opportunities Fund assigned September 2024) referred to in this piece 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.