Morningstar Fund Report
Antipodes Wholesale Plus Global
Fund Report | Report generated 09 Aug 2022 | 
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Performance
30 Jun 2022
Growth of $10,000
No Chart Available
Financial Year Total Returns
| -- | -- | -- | -- | |
|---|---|---|---|---|
| Fund | -- | -- | -- | -- |
| +/- Cat | -- | -- | -- | -- |
| +/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 30 Jun 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -3.21 | 1.41 | 1.42 | 71 / 308 |
| 3 Month | 2.01 | 9.92 | 10.43 | 16 / 308 |
| 1 Year | -3.04 | 7.31 | 3.47 | 33 / 271 |
| 3 Year | 4.59 | -1.06 | -3.23 | 159 / 235 |
| 5 Year | 5.78 | -2.22 | -4.34 | 176 / 204 |
Risk Analysis
as at 30 Jun 2022| 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 30 Jun 2022) |
207.31 |
| Minimum Investment $ | 0 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | Annually |
Current Investment Style
as at 31 Jul 2022
Size | Large Style | Blend
Asset Allocation
% as at 30 Jun 2022
| Domestic Equity | 0.000 |
| International Equity | 95.700 |
| Listed Property | 0.000 |
| Unlisted Property | 0.000 |
| Domestic Fixed Interest | 0.000 |
| International Fixed Interest | 0.000 |
| Cash | 4.300 |
| Other | 0.000 |
Morningstar Sustainability Rating 
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Quick Stats
as at 04 Aug 2022
| APIR Code | WFS0864AU |
| Legal Type | Investment Trusts |
| Status | Open |
| Category | Equity World Large Blend |
| Entry Price $ | 1.0731 |
| Exit Price $ | 1.0667 |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 3 Year | |
| 5 Year | |
| 10 Year |
Prosective Fees & Costs
as at 26 Oct 2020
| Total Cost Ratio (Prospective) | 1.11% |
| Investment Management Fee | 1.10% |
| Performance Fee Costs | 0.00% |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |