Antipodes Global Investment Company is an ASX-listed investment company that provides shareholders with exposure to an actively managed, long-short portfolio of global shares with a currency overlay. The Company seeks to outperform global shares markets while protecting our shareholders from risk and volatility by buying great, but undervalued, companies.
|31 Oct 2020||1 month||2.0||-0.4||2.4|
|31 Oct 2020||3 month||3.2||2.3||0.8|
|30 Oct 2020||Year to date||-3.3||-1.0||-2.3|
|31 Oct 2020||1 year||-1.0||2.9||-3.9|
|31 Oct 2020||3 year p.a.||3.0||8.7||-5.6|
|31 Oct 2020||Inception p.a.||6.5||11.3||-4.8|
|31 Oct 2020||Inception||29.0||54.6||-25.5|
Past performance is not a reliable indicator of future performance. 1Movement in NTA before tax for the period, adjusted for dividends and income taxes paid and the dilutionary effect of options granted to shareholders upon the Company’s initial listing. This figure incorporates underlying portfolio performance net of portfolio related fees and costs, less administration costs of the Company. 2 Antipodes Global Investment Company established 11 October 2016.3 MSCI All Country World Net Index in AUD.
Movement in NTA before tax for the period, adjusted for dividends and income taxes paid and the dilutionary effect of options granted to shareholders upon the Company’s initial listing. This figure incorporates underlying portfolio performance net of portfolio related fees and costs, less administration costs of the Company.
|Électricité de France||France||3.2|
|Ping An Insurance||China/HK||3.1|
|KB Financial Group||Korea||2.4|
|Capital One Financial||United States||2.4|
|- Rest Western Europe||4.2||0.0||4.2||0|
|- United Kingdom||1.8||-0.9||0.9||0|
|- China/Hong Kong||18.6||-0.3||18.4||0|
1Where possible, regions, countries and currencies classified on a look through basis. 2 Antipodes classification.
Jonathan Trollip is a non-executive director with over 34 years of commercial, corporate, governance, legal and transaction experience. Prior to becoming a professional non-executive director, he worked as a principal of Meridian International Capital Limited for over 20 years, and before that he was a Partner with law firm Herbert Smith Freehills. In the philanthropy area he is chairman of Science for Wildlife Limited and a director of The Watarrka Foundation and the Pinnacle Charitable Foundation. Jonathan has a B.Arts, post graduate degrees in Economics and Law and is a Fellow of the Australian Institute of Company Directors.
Jonathan is currently independent chairman of ASX listed Future Generation Investment Company Limited, Plato Income Maximiser Limited, Spheria Emerging Companies Limited and Global Value Fund Limited (listed investment companies). He is also a non-executive director of ASX listed Propel Funeral Partners Limited and of Kore Potash PLC (ASX, AIM and JSE listed).
Chris Cuffe is well known in the wealth management and philanthropic sectors. He is a former CEO of Colonial First State, leading the company from a start-up operation to Australia’s largest investment manager. He is also a former CEO of Challenger Financial Services Group Limited and former Chairman of Unisuper Ltd. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia. In October 2007, Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry.
Chris is currently non-executive chairman of Hearts and Minds Investments Limited, a non-executive director of Argo Investments Limited and Global Value Fund Limited (listed investment companies) and previously a non-executive director of Class Limited.
Lorraine Berends has worked in the financial services industry for over 40 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Lorraine contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA Australia, now the CIMA society of Australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Lorraine has been awarded Life Membership of both IMCA australia and ASFA.
Lorraine is currently an independent director of Plato Income Maximiser Limited, Spheria Emerging Companies Limited and Hearts and Minds Investments Limited (listed investment companies), an independent non-executive director of Pinnacle Investment Management Group Limited and a company appointed director of Qantas Superannuation Limited.
Lorraine holds a BSc from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Alex Ihlenfeldt holds the position of Chief Operating Officer of Pinnacle and serves as a director on a number of Pinnacle affiliate boards, listed investment companies and both Cayman and UCITS investment entities. He has over 25 years financial services experience in both Australia and South Africa. Alex was intimately involved in the establishment of Pinnacle and each of its affiliates. His responsibilities include the provision of the infrastructure services and support required by the Pinnacle Group.
Alex is a non-independent director of Plato Income Maximiser Limited and an alternate director of Spheria Emerging Companies Limited (listed investment companies), and is a director of Solaris Investment Management Limited, Antipodes Partners Limited, Antipodes Partners Holdings Limited, Antipodes Partners Services Limited, Antipodes Partners (UK) Limited, Plato Investment Management Limited, Riparian Capital Partners Pty Ltd, Aikya Investment Management Limited, Aikya Investment Management AU Pty Ltd, Pinnacle Charitable Foundation Ltd and alternate director of Foray Enterprises Pty Limited, Resolution Capital Limited and Firetrail Investments Pty Limited.
Alex has a Bachelor of Commerce (Hons) and is a member of the Institute of Chartered Accountants Australian and New Zealand as well as a Fellow of the Australian Institute of Company Directors.
Andrew has over 20 years financial services experience in Australia and overseas, with a focus on business management, product development, marketing and distribution. Andrew is managing director of Antipodes Partners Limited, a position held since 3 April 2018. Prior to this, Andrew was a senior executive at Pinnacle Investment Management which he joined in 2009. While at Pinnacle, his primary responsibility was to identify talented investment professionals and help them to establish, manage and grow their own boutique investment firms. In this role, Andrew worked closely with Antipodes through the inception and subsequent growth of its business. Before joining Pinnacle, Andrew worked at Macquarie Bank for over 5 years and was based in both Sydney and Hong Kong. Whilst at Macquarie, Andrew led the establishment of the ‘Macquarie Professional Series’, a suite of partnerships with world-class, specialist investment managers. Prior to Macquarie, Andrew worked in a variety of financial marketing roles with Deutsche Bank in Australia, and with UBS in Zurich and London.
Andrew has a Bachelor of Commerce from the University of New South Wales.
Antipodes Partners Limited (ABN 29 602 042 035) has been appointed as the Manager for the implementation of the Company’s investment strategy.
Antipodes is a boutique fund manager specialising in global shares investing, founded by Jacob Mitchell in 2015 and majority owned by its investment team.
The investment team at Antipodes comprises experienced investment professionals with over 100 years of collective global investment experience. The Company will draw upon and benefit from this depth and breadth of experience in the construction and maintenance of the Company’s portfolio. To meet the Antipodes investment team and read their latest insights here.
Antipodes Global Investment Company is an investment company listed on the ASX (ASX: APL).
This means you can buy and sell shares in APL through your online trading account or via your broker or licensed adviser in the same way that you trade shares in other ASX-listed companies.
You can view your APL shareholding alongside any other direct shareholding you have.
We look forward to welcoming you as a shareholder.
Antipodes Global Listed Investment Company Limited
If you have your Shareholder Reference Number (SRN) or Holder Identification Number (HIN) you can access your shareholding online to update any of the following: bank details, TFN/ABN, FATCA/CRS status, email address, phone number and communication preferences.
If you have any further queries relating to your investment, please visit the Share Registry www.boardroomlimited.com.au or make contact via the following:
Boardroom Pty Ltd
GPO Box 3993
Sydney NSW 2001
Boardroom Pty Ltd
Level 12 225 George Street
Sydney NSW 2000
Call Boardroom on:
Telephone: 1300 737 760
Telephone outside Australia: +61 2 9290 9600
We encourage you to provide us with your preferred phone number and email for future correspondence, as well as update your bank details for any potential future payments.
We enjoy talking to our shareholders, so should you have any other questions, or would simply like to know more about APL, we encourage you to get in touch.
Phone: 1300 010 311