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Prices & performance Investment updates Find a form Latest insights Invest now

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.

Key facts

wdt_ID Title Detail
1 Legal structure Australian Unit Trust
2 Strategy Global Equity
3 Investment objective The aim of the Fund is to outperform the benchmark over the investment cycle (typically 3-5 years)
4 Suggested minimum investment period 5 years
5 Benchmark MSCI All Country World Net Index in AUD
7 Registration Australia & New Zealand
10 Dealing frequency & cut-off Daily / 12pm Sydney
11 Distribution frequency Annually, 30 June
12 Minimum initial investment A$25,000
13 Minimum additional investment A$5,000

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 is the date that the current investment strategy was adopted (July 2015). The Antipodes Global Fund – Long was established in January 2006. 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

How to 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

Complete and submit an application in a quarter of the time it takes to invest via paper based application, and ensure invested sooner in the market. Investors with a verified account can top-up investments or invest in other funds in a fraction of the time.

  1. Click and select the fund you wish to invest in
  2. Complete the application form
  3. Verify your identity online (use your Drivers Licence)
  4. Submit an application
  5. Separately make a secure payment from your bank account to the Trustee

Receive live email notifications as the application is processed.
Available to Australian SMSF and self-directed investors and advisors.

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. Click 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
    C/o RBC Investor Services Trust – Registry Operations
    GPO Box 4471
    SYDNEY
    NSW 2001
  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. The fund may not be offered to persons domiciled in the US.

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.

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