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Morningstar Fund Report

Antipodes Wholesale Plus Global

Retail

Fund Report | Report generated 10 Dec 2016 |

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: Antipodes Wholesale Plus Global
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

-- -- Jun-16 Nov-16
Fund -- -- -- 9.93
+/- Cat -- -- -- 5.39
+/- Index -- -- -- 4.85

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.80 -0.58 -1.70 160 / 228
3 Month 3.53 2.80 1.82 12 / 226
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 22 Jun 2016
Responsible Entity Westpac Financial Services Limited
Fund Manager Antipodes Partners Limited
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
31.59
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions Semi-Annually

Current Investment Style

as at 30 Nov 2016

Size | Large Style | Value

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 0.000
International Equity 85.230
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 14.770
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 07 Dec 2016

APIR Code WFS0864AU
Legal Type Investment Trusts
Status Open
Category Equity World Large Blend
Entry Price $ 1.1016
Exit Price $ 1.0950
Exit Price
1 Week Change $
0.0149

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.6057

Annual

ICR pa (--) --
Max Management Fee pa 1.10%
Max Admin Fee pa 0.00%
Performance Fee pa
(--)
--
Max Brokerage 0.0000