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  5. Antipodes Global Equities P Hedged - Managed fund profile

Antipodes Global Equities P Hedged - Managed Fund

Fund Objective
The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).
Fund Strategy
The Fund is expected to be predominantly invested in units of the Underlying Fund and FX forward contracts for hedging purposes only. The Underlying Fund has a maximum single stock limit of 7.0% of the Fund's NAV and the top 10 positions will typically account for 25% to 35% of the Portfolio and the top 30 positions 60% to 80%. The Underlying Fund is also permitted to hold fixed income and debt securities; bullion; and other physical commodities.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.91% 7.92% 10.37% 21.57% -% -% -% -%
Growth return 2.91% -0.75% 1.5% 11.79% -% -% -% -%
Income return 0% 8.67% 8.87% 9.78% -% -% -% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antipodes Global Equities P Hedged
International Equities
102.20%
Cash
-2.20%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.27%
Cash
1.45%
Australian Equities
0.06%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
Antipodes Global Equities P Hedged
Pinnacle Fund Services Limited
WHT4007AU
Equity World - Currency Hedged
Not Rated
Investment Fund
8 Sep 2023
$0 million (as at 31 Aug 2025)
$1.184 (as at 16 Sep 2025)
$1.177 (as at 16 Sep 2025)
Open
Offer information
Type Description
MER 1.02% (as at 26 Nov 2024)
Minimum initial investment $25,000
Minimum additional investments $5,000.00

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
Antipodes Global Value P Mutual Fund - Open End 100.05%
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FAQs about the Antipodes Global Equities P Hedged

The objective of the Antipodes Global Equities P Hedged managed fund is The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

The strategy of the Antipodes Global Equities P Hedged managed fund is The Fund is expected to be predominantly invested in units of the Underlying Fund and FX forward contracts for hedging purposes only. The Underlying Fund has a maximum single stock limit of 7.0% of the Fund's NAV and the top 10 positions will typically account for 25% to 35% of the Portfolio and the top 30 positions 60% to 80%. The Underlying Fund is also permitted to hold fixed income and debt securities; bullion; and other physical commodities.

The APIR code of the Antipodes Global Equities P Hedged managed fund is WHT4007AU.

Antipodes Global Equities P Hedged’s total return last month was 2.91%. This was made up of a growth return of 2.91% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Antipodes Global Equities P Hedged’s total return for the last three months was 7.92%. This was made up of a growth return of -0.75% and an income return of 8.67%%. These returns were calculated as at 31 Aug 2025.

Antipodes Global Equities P Hedged’s one-year total return is 21.57%. This was made up of a growth return of 11.79% and an income return of 9.78%. These returns were calculated as at 31 Aug 2025.

Antipodes Global Equities P Hedged’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Antipodes Global Equities P Hedged managed fund is :

International Equities
102.20%
Cash
-2.20%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Antipodes Global Equities P Hedged managed fund is Pinnacle Fund Services Limited.

The Antipodes Global Equities P Hedged managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 31 Aug 2025, the size of the Antipodes Global Equities P Hedged managed fund was $0 million.

The Antipodes Global Equities P Hedged managed fund has an inception date of 8 Sep 2023.

The current entry price of the Antipodes Global Equities P Hedged managed fund is $1.184 per unit and the current exit price is $1.177 per unit (as at 16 Sep 2025).

The current exit price of the Antipodes Global Equities P Hedged managed fund is $1.177 per unit and the current entry price is $1.184 per unit (as at 16 Sep 2025).

The minimum initial investment amount for the Antipodes Global Equities P Hedged managed fund is $25,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.