Fiera Atlas Global Companies Class Open - Managed Fund

Fund Objective

The investment objective of the Fund is to seek to deliver annualised double digit returns (10% or greater) before fees and costs, with lower risk of capital loss than broader global equity markets, over the long term.

Fund Strategy

Fund Performance Comparison

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Peers

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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.

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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-6.44%	-10.63%	-11.85%	-10.34%	1.34%	7.1%	5.85%	-%
Growth return	-6.44%	-10.63%	-11.85%	-16.3%	-2.08%	4.44%	-2.32%	-%
Income return	0%	0%	0%	5.96%	3.42%	2.66%	8.17%	-%
Market index (MSCI World Ex Australia NR AUD)
Total return	-0.9%	2.55%	8.85%	12.53%	21.5%	22.08%	15.57%	13.23%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Fiera Atlas Global Companies Class Open

International Equities: 99.56%

Cash: 0.44%

Australian Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

International Equities: 90.04%

Cash: 1.67%

Australian Equities: 7.77%

Property & Infrastructure: 0.24%

Fixed Interest: -0.01%

Alternatives: 0.29%

General Information

Fund Details

Type	Description
Fund Name	Fiera Atlas Global Companies Class Open
Responsible Entity	Ironbark Asset Management Pty Ltd
APIR Code	DAM0960AU
Sector/Asset Class	Equity World Large Growth
Morningstar Rating	(as at 31 Jan 2026)
Legal Structure	Investment Fund
Fund Inception	20 Aug 2018
Fund Size	$42028480 million (as at 12 Feb 2026)
Entry Price	$1.9067 (as at 12 Feb 2026)
Exit Price	$1.8952 (as at 12 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.80% (as at 17 Jul 2024)
Indirect Cost Ratio (ICR)	0.75% (as at 30 Jun 2024)
Minimum initial investment	$500,000
Minimum additional investments	$2,000.00

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd		6.09%
Login now to view the complete list of holdings.

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FAQs about the Fiera Atlas Global Companies Class Open

What is the objective of the Fiera Atlas Global Companies Class Open managed fund?

The objective of the Fiera Atlas Global Companies Class Open managed fund is The investment objective of the Fund is to seek to deliver annualised double digit returns (10% or greater) before fees and costs, with lower risk of capital loss than broader global equity markets, over the long term.

What is the strategy for the Fiera Atlas Global Companies Class Open managed fund?

The strategy of the Fiera Atlas Global Companies Class Open managed fund is The investment objective of the Fund is to seek to deliver annualised double digit returns (10% or greater) before fees and costs, with lower risk of capital loss than broader global equity markets, over the long term.

What is the APIR code of the Fiera Atlas Global Companies Class Open managed fund?

The APIR code of the Fiera Atlas Global Companies Class Open managed fund is DAM0960AU.

What was Fiera Atlas Global Companies Class Open’s total return last month?

Fiera Atlas Global Companies Class Open’s total return last month was -6.44%. This was made up of a growth return of -6.44% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

What was Fiera Atlas Global Companies Class Open’s total return for the last three months?

Fiera Atlas Global Companies Class Open’s total return for the last three months was -10.63%. This was made up of a growth return of -10.63% and an income return of 0%%. These returns were calculated as at 31 Jan 2026.

What is Fiera Atlas Global Companies Class Open’s one-year total return?

Fiera Atlas Global Companies Class Open’s one-year total return is -10.34%. This was made up of a growth return of -16.3% and an income return of 5.96%. These returns were calculated as at 31 Jan 2026.

What is Fiera Atlas Global Companies Class Open’s three-year total return?

Fiera Atlas Global Companies Class Open’s one-year total return is 7.1%. This was made up of a growth return of 4.44% and an income return of 2.66%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Fiera Atlas Global Companies Class Open managed fund?

The asset allocation of the Fiera Atlas Global Companies Class Open managed fund is :

International Equities: 99.56%

Cash: 0.44%

Australian Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Fiera Atlas Global Companies Class Open managed fund?

The Responsible Entity for the Fiera Atlas Global Companies Class Open managed fund is Ironbark Asset Management Pty Ltd.

What sector/asset class does the Fiera Atlas Global Companies Class Open managed fund belong to?

The Fiera Atlas Global Companies Class Open managed fund belongs to the Equity World Large Growth sector/asset class.

What is the size of the Fiera Atlas Global Companies Class Open managed fund?

As at 12 Feb 2026, the size of the Fiera Atlas Global Companies Class Open managed fund was $42028480 million.

What is the inception date of the Fiera Atlas Global Companies Class Open managed fund?

The Fiera Atlas Global Companies Class Open managed fund has an inception date of 20 Aug 2018.

What is the current entry price of the Fiera Atlas Global Companies Class Open managed fund?

The current entry price of the Fiera Atlas Global Companies Class Open managed fund is $1.9067 per unit and the current exit price is $1.8952 per unit (as at 12 Feb 2026).

What is the current exit price of the Fiera Atlas Global Companies Class Open managed fund?

The current exit price of the Fiera Atlas Global Companies Class Open managed fund is $1.8952 per unit and the current entry price is $1.9067 per unit (as at 12 Feb 2026).

What is the minimum investment amount for the Fiera Atlas Global Companies Class Open managed fund?

The minimum initial investment amount for the Fiera Atlas Global Companies Class Open managed fund is $500,000. Minimum additional investment is $2000.

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.

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