Antipodes Global Fund – Long

The fund offers an eclectic portfolio of attractively valued companies listed on global stock exchanges. The strategy of the fund is appealing to investors who seek to grow their wealth over the long term while remaining mindful of volatility and striving to preserve capital during challenging times in the market.

Existing unitholders:

We have recently transitioned unit registry services of the Antipodes Global Fund – Long. Find out more.

Key facts

wdt_ID Title Detail

Antipodes Global Fund - Long (Class P) - Performance Table

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. 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.

Antipodes Global Fund - Long (Class P) - Unit Prices

Antipodes Global Fund - Long (Class P) - Distributions

Top 10 equity longs (%)

Sector exposure (%)²

Currency exposure (%)¹ ²

Regional exposure (%)¹ ²

1 Where possible, regions, countries and currencies classified on a look through basis. 2 Antipodes Partners classification.

Monthly updates

For historical reports, please contact the Antipodes team

Quarterly updates

For historical reports, please contact the Antipodes team

Annual Financial Statement

Other Documents

Invest

If you are applying online, or using paper application forms, the minimum investment in the Antipodes Global Fund – Long is $25,000 for new investors and $5,000 for existing investors. However, if you choose to invest on line through the ASX mFund service, these restrictions do not apply.


Apply online

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.

  1. Select your account type
  2. Complete the application form, selecting the relevant fund
  3. Verify your identity online (use your Drivers Licence)
  4. Submit the application
  5. Separately make a secure payment from your bank account to the Trustee

Receive live email notifications as the application is processed.

Financial advisers:

Apply online

Individual investors:

Apply online

 


Apply online via broker

Purchase, top-up or sell a managed fund investment online using the ASX settlement systems.
ASX Code: AGP01 Antipodes Global Fund – Long

  1. Check your Online Broker supports MFUNDs
  2. Log-in and complete the form
  3. Submit the form

Ensure your brokerage account has the necessary funds to settle.
Ideal for investors who already have an online brokerage account.


Apply via a paper form

Purchase, top-up or sell a managed fund investment the familiar way.

  1. Download an application form here
  2. Complete the application form & sign
  3. Provide certified copies of your identity to verify your identity
  4. Post original form and certified documents to:
    Antipodes Global Fund – Long
    C/ Citi Unit Registry Australia
    GPO 764
    MELBOURNE
    VIC 3001
  5. Separately make a secure payment from your bank account to the Trustee

Download an application form.


Who may invest in the fund

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.


Important information

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.

Download additional information to the PDS.

Download Target Market Determination (TMD).


Disclaimer and disclosure

All website content in respect of the  Antipodes Global Fund – Long (ARSN 118 075 764) (the Fund) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Fund and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Fund, you should consider the current product disclosure statement (PDS) and Target Market Determination (‘TMD’) of the Fund and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

Neither PFSL nor Antipodes guarantees repayment of capital or any particular rate of return from the Fund. 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.