The Antipodes Global Shares (Quoted Managed Fund) is an exchange traded managed fund quoted on the ASX, otherwise known as an active ETF, that follows the highly-rated strategy of Antipodes Global Fund – Long, offering investors access to a long only global securities portfolio via a single trade.
Our fundamental, pragmatic value-focused approach focuses on buying great but undervalued companies and building a concentrated portfolio of at least 30 holdings. The fund is designed to deliver absolute returns in excess of the benchmark over the long term while protecting our investors from risk and volatility.
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AGX1 provides access to an actively managed portfolio of attractively valued companies listed on global share markets via a single trade. There is no minimum investment and you can trade AGX1 units on the ASX like a normal share. AGX1 typically invests in a minimum of 30 companies listed on global share markets offering investors diversification and differentiated exposure to the benchmark.
To provide shareholders with absolute returns in excess of the benchmark while focusing on capital preservation and maintaining beneath market levels of risk over the long-term.
Past performance is not a reliable indicator of future performance. Returns are calculated using the net asset value per unit at the start and end of the relevant period in AUD, with distributions reinvested, and net of applicable fees, costs and taxes (other than tax paid as an investor in the Fund). The returns also do not reflect the transaction costs imposed on the creation and redemptions of Units, brokerage or spreads incurred by investors when buying or selling units on the ASX. 1 Inception is 5 November 2018. 2 Benchmark is MSCI All Country World Net Index in AUD.
Past performance is not a reliable indicator of future performance. Returns are calculated using the net asset value per unit at the start and end of the relevant period in AUD, with distributions reinvested, and net of applicable fees, costs and taxes (other than tax paid as an investor in the Fund). The returns also do not reflect the transaction costs imposed on the creation and redemptions of Units, brokerage or spreads incurred by investors when buying or selling units on the ASX. Inception is 5 November 2018. Benchmark is MSCI All Country World Net Index in AUD.
The Antipodes Global Shares (Quoted Managed Fund) Distribution Reinvestment Plan (“DRP”) provides investors with an optional and convenient service to acquire additional units in the Fund by reinvesting all or part of their 30 June annual distribution.
Key information summary
For historical reports, please contact the Antipodes team
For historical reports, please contact the Antipodes team
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1 Where possible, regions, countries and currencies classified on a look through basis. 2 Antipodes Partners classification.
Antipodes Global Shares (Quoted Managed Fund) is an active ETF quoted on the ASX (ASX: AGX1).
This means you can buy and sell shares in AGX1 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 AGX1 shareholding alongside any other direct shareholding you have.
As AGX1 is a quoted security, unitholders details are recorded by the unit registry, Automic Pty Limited. If you have any queries in relation to your unitholding, please contact Automic on 1300 288 664 (within Australia) or +61 2 9698 5414 (international) or via email: hello@automic.com.au
To allow us to communicate with you electronically and pay any distributions to your nominated bank account, we encourage you to confirm and update your details by visiting www.investor.automic.com.au.
To login for the first time, you will need your HIN or SRN number which can found on your holding statement. Please be sure to add your email address, phone number and banking instructions as all distributions will be paid via Electronic Funds Transfer.
The fund invests in a select number of attractively valued companies listed on global share markets, with the aim of providing capital growth and some income over the long term.
Read more >In addition to a portfolio of at least 30 attractively valued companies, this fund also uses derivatives and short selling with the aim of both increasing returns and reducing risk.
Read more >This fund primarily invests in Asia-focused companies and also uses derivatives and short selling to manage risk and increase returns.
Read more >