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Antipodes
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International shares, Shares

Antipodes Global Value Fund – PIE

The aim of the Fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in NZD (the Index) over the investment cycle (typically 3-5 years).

Risk indicator
4 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
0.95% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
–

Buy/sell spread 0.075% / 0.075%.

About this fund

The aim of the Fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in NZD (the Index) over the investment cycle (typically 3-5 years). The Fund invests in the Antipodes Global Fund – Long – UCITS, S Class (Underlying Fund) and cash or cash equivalent securities. The Underlying Fund’s investment exposure is predominantly to a broad range of international shares listed on stock exchanges in developed and emerging markets. The Underlying Fund may use exchange traded derivatives for risk management purposes and to achieve equity exposure.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
Antipodes
Fund type
Managed fund (PIE)
Asset class
International shares, Shares
Management style
Active
Inception date
25/07/2018
Fund size
$153.90M
Distributions
–
Regular Investment Plan
Not available
InvestNow KiwiSaver
Available

Fund performance

Returns are shown after fund fees and before tax. Periods longer than one year are annualised.

Growth of $10,000

A growth chart isn't available for this fund yet.

 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Antipodes Global Value Fund – PIE
1.85%
4.02%
18.84%
22.77%
15.68%
–
–

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
0.95% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0.075% / 0.075%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
Antipodes logo
About the manager

Antipodes

Antipodes offers the Antipodes Global Value Fund – PIE (international equities) on the InvestNow platform, available as both a managed fund and a InvestNow KiwiSaver Scheme option.

Learn more about Antipodes, their investment options available to InvestNow customers plus access their latest news & updates below.

View Antipodes
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Ready to invest in Antipodes Global Value Fund – PIE?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.