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  5. Fiera Atlas Global Companies Class A - Managed fund profile

Fiera Atlas Global Companies Class A - Managed Fund

Fund Objective
The Fund seeks to deliver a compound rate of return greater than 10% per annum, after fees and costs, with a lower risk of capital loss than broader global equity markets, over the long term (typically 5 to 7 years).
Fund Strategy
The investment objective of the Fund is to seek to deliver annualised double digit returns (10% or greater) before fees and costs, with lower risk of capital loss than broader global equity markets, over the long term.

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 -3.02% 1.16% 1.44% 10.87% 8.2% 12.52% 9.1% -%
Growth return -3.02% -7.85% -7.6% 0.99% 3.27% 8.87% 0.17% -%
Income return 0% 9.01% 9.04% 9.88% 4.93% 3.65% 8.93% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Fiera Atlas Global Companies Class A
International Equities
97.92%
Cash
2.08%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
Fiera Atlas Global Companies Class A
Ironbark Asset Mgmt (Fund Services) Ltd
AMP7497AU
Equity World Large Growth
starstar (as at 31 Aug 2025)
Investment Fund
31 Aug 2018
$30.38 million (as at 18 Sep 2025)
$1.3624 (as at 19 Sep 2025)
$1.3542 (as at 19 Sep 2025)
Open
Offer information
Type Description
MER 0.95% (as at 17 Jul 2024)
Indirect Cost Ratio (ICR) 0.95% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Synopsys Inc Equity 6.37%
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FAQs about the Fiera Atlas Global Companies Class A

The objective of the Fiera Atlas Global Companies Class A managed fund is The Fund seeks to deliver a compound rate of return greater than 10% per annum, after fees and costs, with a lower risk of capital loss than broader global equity markets, over the long term (typically 5 to 7 years).

The strategy of the Fiera Atlas Global Companies Class A managed fund is The investment objective of the Fund is to seek to deliver annualised double digit returns (10% or greater) before fees and costs, with lower risk of capital loss than broader global equity markets, over the long term.

The APIR code of the Fiera Atlas Global Companies Class A managed fund is AMP7497AU.

Fiera Atlas Global Companies Class A’s total return last month was -3.02%. This was made up of a growth return of -3.02% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Fiera Atlas Global Companies Class A’s total return for the last three months was 1.16%. This was made up of a growth return of -7.85% and an income return of 9.01%%. These returns were calculated as at 31 Aug 2025.

Fiera Atlas Global Companies Class A’s one-year total return is 10.87%. This was made up of a growth return of 0.99% and an income return of 9.88%. These returns were calculated as at 31 Aug 2025.

Fiera Atlas Global Companies Class A’s one-year total return is 12.52%. This was made up of a growth return of 8.87% and an income return of 3.65%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Fiera Atlas Global Companies Class A managed fund is :

International Equities
97.92%
Cash
2.08%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Fiera Atlas Global Companies Class A managed fund is Ironbark Asset Mgmt (Fund Services) Ltd.

The Fiera Atlas Global Companies Class A managed fund belongs to the Equity World Large Growth sector/asset class.

As at 18 Sep 2025, the size of the Fiera Atlas Global Companies Class A managed fund was $30.38 million.

The Fiera Atlas Global Companies Class A managed fund has an inception date of 31 Aug 2018.

The current entry price of the Fiera Atlas Global Companies Class A managed fund is $1.3624 per unit and the current exit price is $1.3542 per unit (as at 19 Sep 2025).

The current exit price of the Fiera Atlas Global Companies Class A managed fund is $1.3542 per unit and the current entry price is $1.3624 per unit (as at 19 Sep 2025).

The minimum initial investment amount for the Fiera Atlas Global Companies Class A managed fund 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.