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  5. Antipodes Global Opportunities P - Managed fund profile

Antipodes Global Opportunities P - Managed Fund

Fund Objective
The Fund aims to outperform the Benchmark MSCI ACWI SMID Cap Net Index (AUD) over the investment cycle (typically 3-5 years).
Fund Strategy
The Fund has a maximum single stock limit of 10% of the Fund's NAV The top 10 positions will typically account for 25% to 35% of the portfolio and the top 30 positions 60% to 80%. The Fund is permitted to hold exchange traded and over-the-counter ('OTC') derivatives; 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 6.11% 14.81% 24.44% 46.92% 26.88% -% -% -%
Growth return 6.11% 14.81% 24.44% 33.32% 20.87% -% -% -%
Income return 0% 0% 0% 13.6% 6.01% -% -% -%
Market index (MSCI World Small Cap NR AUD)
Total return 2.7% 8.77% 8.03% 21.97% 15.73% 8.74% 9.29% 10.41%
As at 31 Jan 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antipodes Global Opportunities P
International Equities
97.95%
Cash
2.05%
Australian Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.12%
Cash
2.81%
Australian Equities
3.88%
Property
0.20%
Alternatives
0%

General Information

Fund Details
Type Description
Antipodes Global Opportunities P
Pinnacle Fund Services Limited
WHT1464AU
Equity World Mid/Small
Not Rated
Investment Fund
1 Nov 2022
$0.56 million (as at 31 Dec 2024)
$8.2046 (as at 26 Feb 2025)
$8.1392 (as at 26 Feb 2025)
Open
Offer information
Type Description
Minimum initial investment $25,000
Minimum additional investments $5,000.00

Top 10 holdings (as at 31 Dec 2024)

Holding (as at 31 Dec 2024) Type % of Portfolio
SCOR SE Act. Prov. Regpt. Equity 4.98%
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FAQs about the Antipodes Global Opportunities P

The objective of the Antipodes Global Opportunities P managed fund is The Fund aims to outperform the Benchmark MSCI ACWI SMID Cap Net Index (AUD) over the investment cycle (typically 3-5 years).

The strategy of the Antipodes Global Opportunities P managed fund is The Fund has a maximum single stock limit of 10% of the Fund's NAV The top 10 positions will typically account for 25% to 35% of the portfolio and the top 30 positions 60% to 80%. The Fund is permitted to hold exchange traded and over-the-counter ('OTC') derivatives; fixed income and debt securities; bullion; and other physical commodities.

The APIR code of the Antipodes Global Opportunities P managed fund is WHT1464AU.

Antipodes Global Opportunities P’s total return last month was 6.11%. This was made up of a growth return of 6.11% and an income return of 0%. These returns were calculated as at 31 Jan 2025.

Antipodes Global Opportunities P’s total return for the last three months was 14.81%. This was made up of a growth return of 14.81% and an income return of 0%%. These returns were calculated as at 31 Jan 2025.

Antipodes Global Opportunities P’s one-year total return is 46.92%. This was made up of a growth return of 33.32% and an income return of 13.6%. These returns were calculated as at 31 Jan 2025.

Antipodes Global Opportunities P’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 Jan 2025.

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

International Equities
97.95%
Cash
2.05%
Australian Equities
0%
Property
0%
Alternatives
0%

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

The Antipodes Global Opportunities P managed fund belongs to the Equity World Mid/Small sector/asset class.

As at 31 Dec 2024, the size of the Antipodes Global Opportunities P managed fund was $0.56 million.

The Antipodes Global Opportunities P managed fund has an inception date of 1 Nov 2022.

The current entry price of the Antipodes Global Opportunities P managed fund is $8.2046 per unit and the current exit price is $8.1392 per unit (as at 26 Feb 2025).

The current exit price of the Antipodes Global Opportunities P managed fund is $8.1392 per unit and the current entry price is $8.2046 per unit (as at 26 Feb 2025).

The minimum initial investment amount for the Antipodes Global Opportunities P 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.