InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. LIB - Antipodes Global - Managed fund profile

LIB - Antipodes Global - Managed Fund

Fund Objective
The Fund aims to achieve absolute returns in excess of its benchmark, the MSCI All Country World Net Index in AUD, over the investment cycle of 3-5 years.
Fund Strategy
The Fund invests in companies listed globally with no preferred geographical locations including emerging and frontier markets. ESG factors are taken into consideration in selecting and retaining companies to invests in. The Fund is willing to to take high risk in search of higher returns. Investors are expected to invest over a longer period and should be comfortable with the high risk of negative returns with the potential to product higher returns over the long term.

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 2.06% 4.05% 4.95% 11.78% 10.97% 5.35% -% -%
Growth return 2.06% 4.05% 4.95% 11.78% 10.97% 5.35% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
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

LIB - Antipodes Global
International Equities
95.88%
Cash
4.12%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.18%
Cash
2.48%
Australian Equities
2.64%
Property
1.50%
Fixed Interest
0.11%
Alternatives
0.09%

General Information

Fund Details
Type Description
LIB - Antipodes Global
Lifeplan Australia Friendly Society Ltd
LIF6992AU
Equity World Large Value
starstarstarstar (as at 30 Sep 2024)
Investment Fund
27 Oct 2020
$1.87 million (as at 30 Sep 2024)
$1.2495 (as at 14 Nov 2024)
$1.2495 (as at 14 Nov 2024)
Open
Offer information
Type Description
MER 1.62% (as at 7 Oct 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

Top 10 holdings (as at 31 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Barrick Gold Corp Equity 3.66%
Login now to view the complete list of holdings.

FAQs about the LIB - Antipodes Global

The objective of the LIB - Antipodes Global managed fund is The Fund aims to achieve absolute returns in excess of its benchmark, the MSCI All Country World Net Index in AUD, over the investment cycle of 3-5 years.

The strategy of the LIB - Antipodes Global managed fund is The Fund invests in companies listed globally with no preferred geographical locations including emerging and frontier markets. ESG factors are taken into consideration in selecting and retaining companies to invests in. The Fund is willing to to take high risk in search of higher returns. Investors are expected to invest over a longer period and should be comfortable with the high risk of negative returns with the potential to product higher returns over the long term.

The APIR code of the LIB - Antipodes Global managed fund is LIF6992AU.

LIB - Antipodes Global’s total return last month was 2.06%. This was made up of a growth return of 2.06% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

LIB - Antipodes Global’s total return for the last three months was 4.05%. This was made up of a growth return of 4.05% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

LIB - Antipodes Global’s one-year total return is 11.78%. This was made up of a growth return of 11.78% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

LIB - Antipodes Global’s one-year total return is 5.35%. This was made up of a growth return of 5.35% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the LIB - Antipodes Global managed fund is :

International Equities
95.88%
Cash
4.12%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the LIB - Antipodes Global managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Antipodes Global managed fund belongs to the Equity World Large Value sector/asset class.

As at 30 Sep 2024, the size of the LIB - Antipodes Global managed fund was $1.87 million.

The LIB - Antipodes Global managed fund has an inception date of 27 Oct 2020.

The current entry price of the LIB - Antipodes Global managed fund is $1.2495 per unit and the current exit price is $1.2495 per unit (as at 14 Nov 2024).

The current exit price of the LIB - Antipodes Global managed fund is $1.2495 per unit and the current entry price is $1.2495 per unit (as at 14 Nov 2024).

The minimum initial investment amount for the LIB - Antipodes Global managed fund is $1,000. Minimum additional investment is $100.

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.