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.
| 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 |
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.
1 Where possible, regions, countries and currencies classified on a look through basis. 2 Antipodes Partners classification.
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.
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.
Receive live email notifications as the application is processed.
Available to Australian SMSF and self-directed investors and advisors.
Purchase, top-up or sell a managed fund investment online using the ASX settlement systems.
ASX Code: AGP01 Antipodes Global Fund – Long
Ensure your brokerage account has the necessary funds to settle.
Ideal for investors who already have an online brokerage account.
Purchase, top-up or sell a managed fund investment the familiar way.
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.
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.