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  5. Experts' Choice International Shares - Managed fund profile

Experts' Choice International Shares - Managed Fund

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 3.62% 14.5% 20.97% 30.06% 12.7% 10.15% 11.63% 11.61%
Growth return 3.62% 14.5% 20.97% 30.02% 9.24% 2.84% 3.12% 1.48%
Income return 0% 0% 0% 0.04% 3.46% 7.31% 8.51% 10.13%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Experts' Choice International Shares
International Equities
99.76%
Cash
0.24%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.31%
Cash
3.56%
Australian Equities
2.34%
Property
1.76%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
Experts' Choice International Shares (Wholesale)
IPAC Asset Management Limited
HLR0006AU
Equity World Large Blend
starstarstar (as at 31 Mar 2024)
Investment Fund
12 Mar 1996
$109.16 million (as at 31 Mar 2024)
$0.86343 (as at 22 Apr 2024)
$0.86085 (as at 22 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.03% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.01
Minimum initial investment $500,000
Minimum additional investments $5,000.00
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Orbis Global Equity Le Fund (Aust Reg) Core Rrf Class M7 Equity 17.92%
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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 3.62%. This was made up of a growth return of 3.62% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

Experts' Choice International Shares’s total return for the last three months was 14.5%. This was made up of a growth return of 14.5% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

Experts' Choice International Shares’s one-year total return is 30.06%. This was made up of a growth return of 30.02% and an income return of 0.04%. These returns were calculated as at 31 Mar 2024.

Experts' Choice International Shares’s one-year total return is 10.15%. This was made up of a growth return of 2.84% and an income return of 7.31%. These returns were calculated as at 31 Mar 2024.

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

International Equities
99.76%
Cash
0.24%
Australian Equities
0%
Property
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 Mar 2024, the size of the Experts' Choice International Shares managed fund was $109.16 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 $0.86343 per unit and the current exit price is $0.86085 per unit (as at 22 Apr 2024).

The current exit price of the Experts' Choice International Shares managed fund is $0.86085 per unit and the current entry price is $0.86343 per unit (as at 22 Apr 2024).

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.