InvestSMART

Antipodes Global M - Managed Fund

Fund Objective
The Fund typically invests in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 long holdings). The Fund may use derivatives predominantly to establish short positions in securities or market indices and thus reduce the Fund’s net exposure to markets, and to hedge currencies. Derivatives may also be used to amplify high conviction ideas. In the absence of finding individual securities that meet Antipodes’ investment criteria, cash may be held.
Fund Strategy
The Fund typically invests in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 long holdings). The Fund may use derivatives predominantly to establish short positions in securities or market indices and thus reduce the Fund’s net exposure to markets, and to hedge currencies. Derivatives may also be used to amplify high conviction ideas. In the absence of finding individual securities that meet Antipodes’ investment criteria, cash may be held.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.56% 4.02% 2.66% 10.52% 19.14% 17.25% 11.82% -%
Growth return -0.47% 4.31% 3.21% 11.41% 10.32% 7.44% 3.39% -%
Income return -0.09% -0.29% -0.55% -0.89% 8.82% 9.81% 8.43% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 1.85% 1.45% 14.25% 9.87% 16.27% 18.54% 12.82% 13.99%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Antipodes Global M
International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
94.57%
Australian Equities
3.22%
Cash
1.76%
Property & Infrastructure
0.26%
Fixed Interest
-0.01%
Alternatives
0.20%

General Information

Fund Details
Type Description
Antipodes Global M
Antipodes Partners Limited
WHT3513AU
Equity World Large Blend
starstarstar (as at 30 Sep 2026)
Investment Fund
25 Nov 2020
$1793.94 million (as at 30 Sep 2026)
$1.1385 (as at 29 Oct 2026)
$1.1317 (as at 29 Oct 2026)
Open
Offer information
Type Description
MER 1.10% (as at 19 Jun 2026)
Indirect Cost Ratio (ICR) 1.10% (as at 30 Jun 2025)
Minimum initial investment $10,000,000

Top 10 holdings (as at 30 Sep 2026)

Holding (as at 30 Sep 2026) Type % of Portfolio
Amazon.com Inc 4.71%
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FAQs about the Antipodes Global M

The objective of the Antipodes Global M managed fund is The Fund typically invests in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 long holdings). The Fund may use derivatives predominantly to establish short positions in securities or market indices and thus reduce the Fund’s net exposure to markets, and to hedge currencies. Derivatives may also be used to amplify high conviction ideas. In the absence of finding individual securities that meet Antipodes’ investment criteria, cash may be held.

The strategy of the Antipodes Global M managed fund is The Fund typically invests in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 long holdings). The Fund may use derivatives predominantly to establish short positions in securities or market indices and thus reduce the Fund’s net exposure to markets, and to hedge currencies. Derivatives may also be used to amplify high conviction ideas. In the absence of finding individual securities that meet Antipodes’ investment criteria, cash may be held.

The APIR code of the Antipodes Global M managed fund is WHT3513AU.

Antipodes Global M’s total return last month was -0.56%. This was made up of a growth return of -0.47% and an income return of -0.09%. These returns were calculated as at 30 Sep 2026.

Antipodes Global M’s total return for the last three months was 4.02%. This was made up of a growth return of 4.31% and an income return of -0.29%%. These returns were calculated as at 30 Sep 2026.

Antipodes Global M’s one-year total return is 10.52%. This was made up of a growth return of 11.41% and an income return of -0.89%. These returns were calculated as at 30 Sep 2026.

Antipodes Global M’s one-year total return is 17.25%. This was made up of a growth return of 7.44% and an income return of 9.81%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the Antipodes Global M managed fund is :

International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Antipodes Global M managed fund is Antipodes Partners Limited.

The Antipodes Global M managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Sep 2026, the size of the Antipodes Global M managed fund was $1793.94 million.

The Antipodes Global M managed fund has an inception date of 25 Nov 2020.

The current entry price of the Antipodes Global M managed fund is $1.1385 per unit and the current exit price is $1.1317 per unit (as at 29 Oct 2026).

The current exit price of the Antipodes Global M managed fund is $1.1317 per unit and the current entry price is $1.1385 per unit (as at 29 Oct 2026).

The minimum initial investment amount for the Antipodes Global M managed fund is $10,000,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.