InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Experts' Choice International Shares - Managed fund profile

Experts' Choice International Shares - Managed Fund

Fund Objective
To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.
Fund Strategy
The Experts' Choice International Shares Fund (referred to in this Fund profile as the 'Fund') currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed international companies.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.39% 1.81% 8.59% 29.83% 19.1% 8.32% 11.36% 11.18%
Growth return 1.39% 1.81% 8.59% -% 19.07% 6.07% 5.25% -%
Income return 0% 0% 0% -% 0.03% 2.25% 6.11% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Experts' Choice International Shares
International Equities
99.83%
Cash
0.17%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Cash
2.45%
Australian Equities
2.64%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
Experts' Choice International Shares (Wholesale)
IPAC Asset Management Limited
HLR0006AU
Equity World Large Blend
starstarstar (as at 31 Oct 2024)
Investment Fund
12 Mar 1996
$92.27 million (as at 30 Sep 2024)
$0.9729 (as at 21 Nov 2024)
$0.96999 (as at 21 Nov 2024)
Open
Offer information
Type Description
MER 1.03% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 1.06% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0.03
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

FAQs about the Experts' Choice International Shares

The objective of the Experts' Choice International Shares managed fund is To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.

The strategy of the Experts' Choice International Shares managed fund is The Experts' Choice International Shares Fund (referred to in this Fund profile as the 'Fund') currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed international companies.

The APIR code of the Experts' Choice International Shares managed fund is HLR0006AU.

Experts' Choice International Shares’s total return last month was 1.39%. This was made up of a growth return of 1.39% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Experts' Choice International Shares’s total return for the last three months was 1.81%. This was made up of a growth return of 1.81% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Experts' Choice International Shares’s one-year total return is 29.83%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Experts' Choice International Shares’s one-year total return is 8.32%. This was made up of a growth return of 6.07% and an income return of 2.25%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Experts' Choice International Shares managed fund is :

International Equities
99.83%
Cash
0.17%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Experts' Choice International Shares managed fund is IPAC Asset Management Limited.

The Experts' Choice International Shares managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Sep 2024, the size of the Experts' Choice International Shares managed fund was $92.27 million.

The Experts' Choice International Shares managed fund has an inception date of 12 Mar 1996.

The current entry price of the Experts' Choice International Shares managed fund is $0.9729 per unit and the current exit price is $0.96999 per unit (as at 21 Nov 2024).

The current exit price of the Experts' Choice International Shares managed fund is $0.96999 per unit and the current entry price is $0.9729 per unit (as at 21 Nov 2024).

The minimum initial investment amount for the Experts' Choice International Shares managed fund is $500,000. 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.