Antipodes Global Fund – Long (PIE)

Implemented Investment Solutions Limited acts as the Manager of the Antipodes Global Fund – Long (PIE), while Antipodes Partners undertakes the role of Investment Manager. The fund was registered under the Financial Markets Control Act 2013 in New Zealand on 23 July 2018.

The aim of the fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in New Zealand dollars over a typical investment cycle of 3-5 years.

Fund and investment manager

How do we operate?

  • The Fund invests in the Antipodes Global Fund – Long – UCITS (Underlying Fund) and cash or cash equivalent securities.
  • The Underlying Fund’s investment exposure is predominantly to a broad range of international shares listed on stock exchanges in developed and emerging markets. The Underlying Fund may use exchange traded derivatives for risk management purposes and to achieve equity exposure.

For further information on Antipodes Global Fund – Long (PIE), please download and read our Product Disclosure Statement available for download here.

Key facts

 

Antipodes Global Fund - Long (PIE) - Performance Table

Performance chart

Cumulative performance (over selected time horizon)

All returns are net of fees and in NZD terms. Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding taxation. Inception date of the Antipodes Global Fund – Long (PIE) was 25 July 2018. Past performance is not a reliable indicator of future performance.

Antipodes Global Fund - Long (PIE) - Unit Prices

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

Quarterly updates

For historical reports, please visit iisolutions.co.nz/fund-updates

How to invest

  • InvestNow enables investors to invest directly into funds online.  Investors using InvestNow simply pay the fees of the funds, reflecting InvestNow does not charge transaction or administration fees.
  • Contact your Authorised Financial Adviser (AFA).
  • Contact David Batty, Director Distribution – New Zealand, Pinnacle Investment Management Limited. david.batty@pinnacleinvestment.com.
  • Email contact@iisolutions.co.nz for an application form