Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 0.94% | 4.91% | 11.97% | 30.77% | 17.41% | 18.34% | 13.19% | -% |
Growth return | 0.94% | -15.5% | -9.81% | 5.33% | 0.04% | 5.88% | 2.43% | -% |
Income return | 0% | 20.41% | 21.78% | 25.44% | 17.37% | 12.46% | 10.76% | -% |
Market index (MSCI World Ex Australia NR AUD)
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Total return | 0.92% | 6.62% | 5.1% | 20.06% | 19.45% | 20.5% | 15.74% | 12.6% |
Type | Description |
Antipodes Wholesale Plus Global | |
Westpac Financial Services Limited | |
WFS0864AU | |
Equity World Large Blend | |
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|
Investment Fund | |
22 Jun 2016 | |
$98.18 million (as at 31 Jul 2025) | |
$1.281 (as at 18 Sep 2025) | |
$1.2734 (as at 18 Sep 2025) | |
Open |
Type | Description |
MER | 1.10% (as at 22 Dec 2023) |
Indirect Cost Ratio (ICR) | 1.10% (as at 30 Jun 2023) |
Performance fee (not included in ICR) | 0 |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Aug 2025) | Type | % of Portfolio |
Alphabet Inc Class A | Equity | 4.44% |
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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.
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.