Antipodes Wholesale Plus Global - Managed Fund

The objective 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 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 -0.56%. 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 Wholesale Plus Global’s total return for the last three months was 3.77%. This was made up of a growth return of 0.19% and an income return of 3.58%%. These returns were calculated as at 30 Sep 2026.

Antipodes Wholesale Plus Global’s one-year total return is 11.05%. This was made up of a growth return of 7.8% and an income return of 3.25%. These returns were calculated as at 30 Sep 2026.

Antipodes Wholesale Plus Global’s one-year total return is 17.31%. This was made up of a growth return of 4.39% and an income return of 12.92%. These returns were calculated as at 30 Sep 2026.

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

The Responsible Entity for the Antipodes Wholesale Plus Global managed fund is BT Financial Group Ltd.

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

As at 30 Sep 2026, the size of the Antipodes Wholesale Plus Global managed fund was $82.8 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 $1.2295 per unit and the current exit price is $1.2222 per unit (as at 16 Oct 2026).

The current exit price of the Antipodes Wholesale Plus Global managed fund is $1.2222 per unit and the current entry price is $1.2295 per unit (as at 16 Oct 2026).

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