Antipodes Wholesale Plus Global - Managed Fund

The objective of the Antipodes Wholesale Plus Global managed fund is The aim of the Fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in AUD over the investment cycle (typically 3-5 years).

The strategy of the Antipodes Wholesale Plus Global 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 Wholesale Plus Global managed fund is WFS0864AU.

Antipodes Wholesale Plus Global’s total return last month was 0.94%. This was made up of a growth return of 0.94% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Antipodes Wholesale Plus Global’s total return for the last three months was 4.91%. This was made up of a growth return of -15.5% and an income return of 20.41%%. These returns were calculated as at 31 Aug 2025.

Antipodes Wholesale Plus Global’s one-year total return is 30.77%. This was made up of a growth return of 5.33% and an income return of 25.44%. These returns were calculated as at 31 Aug 2025.

Antipodes Wholesale Plus Global’s one-year total return is 18.34%. This was made up of a growth return of 5.88% and an income return of 12.46%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Antipodes Wholesale Plus Global managed fund is :

The Responsible Entity for the Antipodes Wholesale Plus Global managed fund is Westpac Financial Services Limited.

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

As at 31 Jul 2025, the size of the Antipodes Wholesale Plus Global managed fund was $98.18 million.

The Antipodes Wholesale Plus Global managed fund has an inception date of 22 Jun 2016.

The current entry price of the Antipodes Wholesale Plus Global managed fund is $1.281 per unit and the current exit price is $1.2734 per unit (as at 18 Sep 2025).

The current exit price of the Antipodes Wholesale Plus Global managed fund is $1.2734 per unit and the current entry price is $1.281 per unit (as at 18 Sep 2025).

The minimum initial investment amount for the Antipodes Wholesale Plus Global managed fund is $0. Minimum additional investment is $0.