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Experts' Choice International Shares - Managed Fund (Closed)

Fund Objective
To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.
Fund Strategy
The Experts' Choice International Shares Fund (referred to in this Fund profile as the 'Fund') currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed international companies.

Fund Performance Comparison

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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.
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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 -0.42% 1.95% 8.33% 16.42% 21.39% 12.74% 13.08% 10.5%
Growth return -0.42% 1.95% 8.33% 16.42% 21.37% 10.43% 6.92% 0.82%
Income return 0% 0% 0% 0% 0.02% 2.31% 6.16% 9.68%
Market index (MSCI World Ex Australia NR AUD)
Total return 1.99% 6.14% 12.44% 23.03% 23.12% 22.63% 16.27% 13.14%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Experts' Choice International Shares
International Equities
99.85%
Cash
0.15%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.01%
Cash
1.77%
Australian Equities
1.95%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.12%

General Information

Fund Details
Type Description
Experts' Choice International Shares (Wholesale)
Closed
IPAC Asset Management Limited
HLR0006AU
Equity World Large Blend
starstarstar (as at 28 Feb 2025)
Investment Fund
12 Mar 1996
$74.96 million (as at 31 Dec 2024)
n/a
$0.79509 (as at 20 Mar 2025)
Finalised
Offer information
Type Description
MER 1.03% (as at 30 Sep 2024)
Indirect Cost Ratio (ICR) 1.06% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0.03
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2024)

Holding (as at 31 Dec 2024) Type % of Portfolio
Orbis Global Equity Le Fund (Aust Reg) Core Rrf Class M7 Equity 17.12%
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FAQs about the Experts' Choice International Shares

The objective of the Experts' Choice International Shares managed fund is To provide high relative investment growth over the long term by investing in international shares, which exceed the Fund's performance benchmark after costs and before tax.

The strategy of the Experts' Choice International Shares managed fund is The Experts' Choice International Shares Fund (referred to in this Fund profile as the 'Fund') currently diversifies its investments by using a multi-manager approach. The Fund's investment exposure is across a broad range of listed international companies.

The APIR code of the Experts' Choice International Shares managed fund is HLR0006AU.

Experts' Choice International Shares’s total return last month was -0.42%. This was made up of a growth return of -0.42% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

Experts' Choice International Shares’s total return for the last three months was 1.95%. This was made up of a growth return of 1.95% and an income return of 0%%. These returns were calculated as at 28 Feb 2025.

Experts' Choice International Shares’s one-year total return is 16.42%. This was made up of a growth return of 16.42% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

Experts' Choice International Shares’s one-year total return is 12.74%. This was made up of a growth return of 10.43% and an income return of 2.31%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the Experts' Choice International Shares managed fund is :

International Equities
99.85%
Cash
0.15%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Experts' Choice International Shares managed fund is IPAC Asset Management Limited.

The Experts' Choice International Shares managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Dec 2024, the size of the Experts' Choice International Shares managed fund was $74.96 million.

The Experts' Choice International Shares managed fund has an inception date of 12 Mar 1996.

The current entry price of the Experts' Choice International Shares managed fund is $ per unit and the current exit price is $0.79509 per unit (as at 20 Mar 2025).

The current exit price of the Experts' Choice International Shares managed fund is $0.79509 per unit and the current entry price is $ per unit (as at 20 Mar 2025).

The minimum initial investment amount for the Experts' Choice International Shares managed fund is $500,000. Minimum additional investment is $5000.

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.