Apostle Carbon Credit Fund - Managed Fund

Fund Objective

The Fund’s approach is to provide investors with a diversified exposure to global carbon markets whilst outperforming its benchmark by at least 2% p.a. net of fees over rolling 5-year periods. To achieve this, it focuses on generating strong alpha within a moderate tracking error band. It leverages multiple alpha sources including fundamental analysis, technical trading and direct deals sourced from the investment team’s unique market network.

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.52%	-4.14%	2.05%	-3.59%	-4.27%	-%	-%	-%
Growth return	3.96%	-0.62%	-%	3.64%	-5.89%	-%	-%	-%
Income return	-6.48%	-3.52%	-%	-7.23%	1.62%	-%	-%	-%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details

Type	Description
Fund Name	Apostle Carbon Credit Fund
APIR Code
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	3 Apr 2023
Fund Size	n/a
Entry Price	$0.8154 (as at 2 Feb 2026)
Exit Price	$0.8113 (as at 2 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	1.20% (as at 13 Dec 2023)
Indirect Cost Ratio (ICR)	1.20% (as at 30 Jun 2024)
Minimum initial investment	$500,000

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FAQs about the Apostle Carbon Credit Fund

What is the objective of the Apostle Carbon Credit Fund managed fund?

The objective of the Apostle Carbon Credit Fund managed fund is The Fund’s approach is to provide investors with a diversified exposure to global carbon markets whilst outperforming its benchmark by at least 2% p.a. net of fees over rolling 5-year periods. To achieve this, it focuses on generating strong alpha within a moderate tracking error band. It leverages multiple alpha sources including fundamental analysis, technical trading and direct deals sourced from the investment team’s unique market network.

What is the strategy for the Apostle Carbon Credit Fund managed fund?

The strategy of the Apostle Carbon Credit Fund managed fund is The Fund’s approach is to provide investors with a diversified exposure to global carbon markets whilst outperforming its benchmark by at least 2% p.a. net of fees over rolling 5-year periods. To achieve this, it focuses on generating strong alpha within a moderate tracking error band. It leverages multiple alpha sources including fundamental analysis, technical trading and direct deals sourced from the investment team’s unique market network.

What is the APIR code of the Apostle Carbon Credit Fund managed fund?

The APIR code of the Apostle Carbon Credit Fund managed fund is .

What was Apostle Carbon Credit Fund’s total return last month?

Apostle Carbon Credit Fund’s total return last month was -2.52%. This was made up of a growth return of 3.96% and an income return of -6.48%. These returns were calculated as at 31 Jan 2026.

What was Apostle Carbon Credit Fund’s total return for the last three months?

Apostle Carbon Credit Fund’s total return for the last three months was -4.14%. This was made up of a growth return of -0.62% and an income return of -3.52%%. These returns were calculated as at 31 Jan 2026.

What is Apostle Carbon Credit Fund’s one-year total return?

Apostle Carbon Credit Fund’s one-year total return is -3.59%. This was made up of a growth return of 3.64% and an income return of -7.23%. These returns were calculated as at 31 Jan 2026.

What is Apostle Carbon Credit Fund’s three-year total return?

Apostle Carbon Credit Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Apostle Carbon Credit Fund managed fund?

The asset allocation of the Apostle Carbon Credit Fund managed fund is :

Alternatives: 100%

What is the size of the Apostle Carbon Credit Fund managed fund?

As at , the size of the Apostle Carbon Credit Fund managed fund was $ million.

What is the inception date of the Apostle Carbon Credit Fund managed fund?

The Apostle Carbon Credit Fund managed fund has an inception date of 3 Apr 2023.

What is the current entry price of the Apostle Carbon Credit Fund managed fund?

The current entry price of the Apostle Carbon Credit Fund managed fund is $0.8154 per unit and the current exit price is $0.8113 per unit (as at 2 Feb 2026).

What is the current exit price of the Apostle Carbon Credit Fund managed fund?

The current exit price of the Apostle Carbon Credit Fund managed fund is $0.8113 per unit and the current entry price is $0.8154 per unit (as at 2 Feb 2026).

What is the minimum investment amount for the Apostle Carbon Credit Fund managed fund?

The minimum initial investment amount for the Apostle Carbon Credit Fund managed fund is $500,000.

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.

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