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  5. IFP Global Franchise Fund (Hedged) - Managed fund profile

IFP Global Franchise Fund (Hedged) - Managed Fund

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 2.55% 7.88% 6.4% 19.42% 18.12% 15.95% 12.54% 11.33%
Growth return 2.55% -8.46% -9.72% 1.33% 4.36% 5.58% 2.35% 2.71%
Income return 0% 16.34% 16.12% 18.09% 13.76% 10.37% 10.19% 8.62%
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

IFP Global Franchise Fund (Hedged)
International Equities
96.86%
Cash
3.14%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.26%
Cash
1.45%
Australian Equities
0.06%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
IFP Global Franchise Fund (Hedged)
Macquarie Investment Management Aus Ltd.
MAQ0631AU
Equity World - Currency Hedged
starstarstarstar (as at 31 Aug 2025)
Investment Fund
23 Nov 2009
$413.22 million (as at 31 Aug 2025)
$1.7132 (as at 11 Sep 2025)
$1.7074 (as at 11 Sep 2025)
Open
Offer information
Type Description
MER 1.26% (as at 12 May 2025)
Indirect Cost Ratio (ICR) 1.28% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment $5,000.00
Minimum redemption amount

Top 10 holdings (as at 31 May 2025)

Holding (as at 31 May 2025) Type % of Portfolio
Corteva Inc Equity 5.02%
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FAQs about the IFP Global Franchise Fund (Hedged)

The objective of the IFP Global Franchise Fund (Hedged) managed fund is

The strategy of the IFP Global Franchise Fund (Hedged) managed fund is

The APIR code of the IFP Global Franchise Fund (Hedged) managed fund is MAQ0631AU.

IFP Global Franchise Fund (Hedged)’s total return last month was 2.55%. This was made up of a growth return of 2.55% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

IFP Global Franchise Fund (Hedged)’s total return for the last three months was 7.88%. This was made up of a growth return of -8.46% and an income return of 16.34%%. These returns were calculated as at 31 Aug 2025.

IFP Global Franchise Fund (Hedged)’s one-year total return is 19.42%. This was made up of a growth return of 1.33% and an income return of 18.09%. These returns were calculated as at 31 Aug 2025.

IFP Global Franchise Fund (Hedged)’s one-year total return is 15.95%. This was made up of a growth return of 5.58% and an income return of 10.37%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the IFP Global Franchise Fund (Hedged) managed fund is :

International Equities
96.86%
Cash
3.14%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the IFP Global Franchise Fund (Hedged) managed fund is Macquarie Investment Management Aus Ltd..

The IFP Global Franchise Fund (Hedged) managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 31 Aug 2025, the size of the IFP Global Franchise Fund (Hedged) managed fund was $413.22 million.

The IFP Global Franchise Fund (Hedged) managed fund has an inception date of 23 Nov 2009.

The current entry price of the IFP Global Franchise Fund (Hedged) managed fund is $1.7132 per unit and the current exit price is $1.7074 per unit (as at 11 Sep 2025).

The current exit price of the IFP Global Franchise Fund (Hedged) managed fund is $1.7074 per unit and the current entry price is $1.7132 per unit (as at 11 Sep 2025).

The minimum initial investment amount for the IFP Global Franchise Fund (Hedged) managed fund is $5,000.

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.