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  5. Antipodes Wholesale Plus Global - Managed fund profile

Antipodes Wholesale Plus Global - Managed Fund

Fund Objective
The aim of the Fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in AUD over the investment cycle (typically 3-5 years).
Fund Strategy
The Fund typically invests in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 long holdings). The Fund may use derivatives predominantly to establish short positions in securities or market indices and thus reduce the Fund's net exposure to markets, and to hedge currencies. Derivatives may also be used to amplify high conviction ideas. In the absence of finding individual securities that meet Antipodes' investment criteria, cash may be held.

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 1.52% 8.01% 13.35% 17.97% 13.33% 14.2% 11.25% -%
Growth return 1.52% 8.01% 13.35% 6.33% 6.86% 5.89% 3.65% -%
Income return 0% 0% 0% 11.64% 6.47% 8.31% 7.6% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -4.67% -2.41% 9.42% 12.25% 20.2% 14.65% 15.75% 11.86%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antipodes Wholesale Plus Global
International Equities
61.41%
Cash
38.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.34%
Cash
1.80%
Australian Equities
1.44%
Property
1.15%
Fixed Interest
0.11%
Alternatives
0.15%

General Information

Fund Details
Type Description
Antipodes Wholesale Plus Global
Westpac Financial Services Limited
WFS0864AU
Equity World Large Blend
starstarstar (as at 31 Mar 2025)
Investment Fund
22 Jun 2016
$123.99 million (as at 28 Feb 2025)
$1.3829 (as at 11 Apr 2025)
$1.3747 (as at 11 Apr 2025)
Open
Offer information
Type Description
MER 1.10% (as at 22 Dec 2023)
Indirect Cost Ratio (ICR) 1.10% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2025)

Holding (as at 31 Mar 2025) Type % of Portfolio
Microsoft Corp Equity 4.56%
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FAQs about the Antipodes Wholesale Plus Global

The objective of the Antipodes Wholesale Plus Global managed fund is The aim of the Fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in AUD over the investment cycle (typically 3-5 years).

The strategy of the Antipodes Wholesale Plus Global managed fund is The Fund typically invests in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 long holdings). The Fund may use derivatives predominantly to establish short positions in securities or market indices and thus reduce the Fund's net exposure to markets, and to hedge currencies. Derivatives may also be used to amplify high conviction ideas. In the absence of finding individual securities that meet Antipodes' investment criteria, cash may be held.

The APIR code of the Antipodes Wholesale Plus Global managed fund is WFS0864AU.

Antipodes Wholesale Plus Global’s total return last month was 1.52%. This was made up of a growth return of 1.52% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

Antipodes Wholesale Plus Global’s total return for the last three months was 8.01%. This was made up of a growth return of 8.01% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

Antipodes Wholesale Plus Global’s one-year total return is 17.97%. This was made up of a growth return of 6.33% and an income return of 11.64%. These returns were calculated as at 31 Mar 2025.

Antipodes Wholesale Plus Global’s one-year total return is 14.2%. This was made up of a growth return of 5.89% and an income return of 8.31%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Antipodes Wholesale Plus Global managed fund is :

International Equities
61.41%
Cash
38.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Antipodes Wholesale Plus Global managed fund is Westpac Financial Services Limited.

The Antipodes Wholesale Plus Global managed fund belongs to the Equity World Large Blend sector/asset class.

As at 28 Feb 2025, the size of the Antipodes Wholesale Plus Global managed fund was $123.99 million.

The Antipodes Wholesale Plus Global managed fund has an inception date of 22 Jun 2016.

The current entry price of the Antipodes Wholesale Plus Global managed fund is $1.3829 per unit and the current exit price is $1.3747 per unit (as at 11 Apr 2025).

The current exit price of the Antipodes Wholesale Plus Global managed fund is $1.3747 per unit and the current entry price is $1.3829 per unit (as at 11 Apr 2025).

The minimum initial investment amount for the Antipodes Wholesale Plus Global managed fund is $0. Minimum additional investment is $0.

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.