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About

Morningstar Fund Report

Antipodes Wholesale Plus Global

Retail

Fund Report | Report generated 09 Aug 2022 |  Read the Analyst Research Report

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  Learn more

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 0
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 -- / --