InvestSMART

HF Antipodes Global Fund - Managed Fund

Fund Objective
Fund Strategy

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -2.92% 2.85% 11.61% 26.78% 22.23% 17% 12.66% -%
Growth return 1.69% 8.52% 13.86% 7.74% 7.5% 7.25% 1.65% -%
Income return -4.61% -5.67% -2.25% 19.04% 14.73% 9.75% 11.01% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -2.51% -6.22% -3.83% 8.14% 10.17% 16.04% 12.71% 13.19%
As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

HF Antipodes Global Fund
Australian Equities
50%
International Equities
50%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
6.22%
International Equities
91.46%
Cash
1.83%
Property & Infrastructure
0.21%
Fixed Interest
-0.01%
Alternatives
0.29%

General Information

Fund Details
Type Description
HF Antipodes Global Fund
CVW1890AU
Equity World Large Blend
starstarstarstar (as at 31 Mar 2026)
Investment Fund
8 May 2017
$39.25 million (as at 31 May 2025)
$1.12799 (as at 9 Apr 2026)
$1.12124 (as at 9 Apr 2026)
Open
Offer information
Type Description
MER 1.21% (as at 1 Feb 2024)
Indirect Cost Ratio (ICR) 1.21% (as at 30 Jun 2023)
Minimum initial investment
Minimum additional investments $5,000.00
Minimum redemption amount $5,000.00

Top 10 holdings (as at 31 Mar 2026)

Holding (as at 31 Mar 2026) Type % of Portfolio
Amazon.com Inc 5.15%
Login now to view the complete list of holdings.

FAQs about the HF Antipodes Global Fund

The objective of the HF Antipodes Global Fund managed fund is

The strategy of the HF Antipodes Global Fund managed fund is

The APIR code of the HF Antipodes Global Fund managed fund is CVW1890AU.

HF Antipodes Global Fund’s total return last month was -2.92%. This was made up of a growth return of 1.69% and an income return of -4.61%. These returns were calculated as at 31 Mar 2026.

HF Antipodes Global Fund’s total return for the last three months was 2.85%. This was made up of a growth return of 8.52% and an income return of -5.67%%. These returns were calculated as at 31 Mar 2026.

HF Antipodes Global Fund’s one-year total return is 26.78%. This was made up of a growth return of 7.74% and an income return of 19.04%. These returns were calculated as at 31 Mar 2026.

HF Antipodes Global Fund’s one-year total return is 17%. This was made up of a growth return of 7.25% and an income return of 9.75%. These returns were calculated as at 31 Mar 2026.

The asset allocation of the HF Antipodes Global Fund managed fund is :

Australian Equities
50%
International Equities
50%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The HF Antipodes Global Fund managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 May 2025, the size of the HF Antipodes Global Fund managed fund was $39.25 million.

The HF Antipodes Global Fund managed fund has an inception date of 8 May 2017.

The current entry price of the HF Antipodes Global Fund managed fund is $1.12799 per unit and the current exit price is $1.12124 per unit (as at 9 Apr 2026).

The current exit price of the HF Antipodes Global Fund managed fund is $1.12124 per unit and the current entry price is $1.12799 per unit (as at 9 Apr 2026).

The minimum initial investment amount for the HF Antipodes Global Fund managed fund is $0. 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.