Register for our virtual roadshow

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Forager Virtual Roadshow 2021

Wednesday 11th August at 12:00pm AEST

Join CIO Steve Johnson and the research team as they discuss:

- Performance over the past 12 months in each Fund.
- How Forager has taken advantage of volatile markets during this period.

- How our nimble and highly active approach has benefited both Funds.
- The outlook for both Forager Funds. 

There will be a Q&A session at the end of each of the Fund presentations where you're encouraged to ask the team questions. 

*PLEASE NOTE: Past performance is not indicative of future performance. The Trust Co (RE Services) Limited, Fundhost Limited and Forager Funds Management do not guarantee investment performance or distributions, and the value of your investment may rise or fall.

**Where the MSCI AC Index is cited, this refers to the MSCI All Country World Investable Market Index (Net) in Australian dollars.

Copyright © 2020 Forager Funds Management Pty Ltd (ABN 78 138 351 345). Australian Financial Services Licence (AFSL) No. 459312. PO Box R1848, Royal Exchange, NSW 1225. Ph: (02) 8305 6050. Fax: (02) 8305 6042.

General advice only
Forager Funds Management provides general information to help you understand our investment approach. Any financial advice we provide has not considered your personal circumstances and may not be suitable for you.

Product Disclosure Statement
The Trust Company (RE Services) Limited (ABN 45 003 278 831 and AFSL No. 235150) is the Responsible Entity and the issuer of the Forager Australian Shares Fund (ARSN No. 139 641 491). Fundhost Limited (ABN 69 092 517 087 and AFSL No. 233045) is the Responsible Entity and the issuer of the Forager International Shares Fund (ARSN No. 161 843 778). Before investing you should read the relevant Product Disclosure Statement and seek advice from investment and taxation professionals to determine if the product is appropriate for your needs.

Past performance is not a reliable indicator of future performance. The Trust Company (RE Services), Fundhost and Forager Funds Management do not guarantee investment performance or distributions, and the value of your investment may rise or fall. Total returns and estimated valuations have been calculated using the mid-point of unit prices, before taxation, after ongoing fees, and assuming reinvestment of distributions. We encourage you to think of investing as a long-term pursuit.

To the extent permitted by law, The Trust Company (RE Services), Fundhost and Forager Funds Management, their officers, employees, consultants, advisers and authorised representatives, are not liable for any loss or damage arising as a result of any reliance placed on this document. Information has been obtained from sources believed to be reliable, but we do not represent it is accurate or complete, and it should not be relied upon as such.

Forward Looking Statements
Sometimes, forward-looking statements are made which reflect the expectations of Forager Funds Management about the future prospects of companies held within the portfolios of the funds. While Forager Funds Management considers its expectations to be based on reasonable grounds, there is no guarantee that those expectations will be met. Actual performance of the portfolio companies will be impacted by a variety of factors, including circumstances that cannot be foreseen, and could differ significantly from the expectations of Forager Funds Management.  These statements should therefore not be relied upon as an accurate representation or prediction as to any future matters. Where portfolio companies do not perform in line with Forager Funds Management’s expectations, the funds could be adversely impacted.

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We invest in Australian and International share markets on behalf of long-term investors.

International Shares Fund

The Forager International Shares Fund invests in stocks listed on exchanges around the world. An investment in this fund offers you a combination of large liquid companies and smaller, deep-value opportunities with the potential for higher returns.

  • Typically invested in 20-40 stocks.

  • The fund currently has investments in North America, Europe and Asia.

  • Research analysts with expertise in Europe, the UK, and the US.

  • The Fund is unhedged so offers foreign currency exposure.

  • Start investing with a $20,000 lump sum or $200 per month direct debit.


Australian Shares Fund

The Forager Australian Shares Fund is listed on the ASX as a Listed Investment Trust (LIT). The Fund specialises in unusual opportunities that many other investors miss. The investing approach means the Fund is unique in a number of ways:

  • Concentrated portfolio with a selective, flexible approach.

  • Unconstrained fundamental analysis to find the best ideas. 

  • Unlikely to be correlated with any particular index or benchmark.

  • Aim to maximise returns whilst taking calculated risks.

  • Units in the Fund can be purchased in the same way you would buy any other share using the ASX code "FOR".