Please note the fund name and management fees changed on November 26, 2024 for the Antipodes Global Value Fund (Hedged). Read more >
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.
| 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 Value 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 Value 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.
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 Value 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 Value Fund (Hedged) (Class Z) and has been adjusted to reflect the fees of Class P.
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 Value Fund (Hedged) 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.
Download Product Disclosure Statement.
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 Value Fund (Hedged) (ARSN 670 307 865) (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.