Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -% | -% | -% | -% | -% | -% | -% | -% |
Growth return | -1.27% | -% | -% | -% | -% | -% | -% | -% |
Income return | -% | -% | -% | -% | -% | -% | -% | -% |
Market index (MSCI World Ex Australia NR AUD)
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Total return | 0.92% | 6.62% | 5.1% | 20.06% | 19.45% | 20.5% | 15.74% | 12.6% |
Type | Description |
Ironbark Brown Advisory Global Shares - Class E | |
Ironbark Asset Mgmt (Fund Services) Ltd | |
FSF4852AU | |
Equity World Large Blend | |
Not Rated | |
Investment Fund | |
18 Jul 2025 | |
n/a | |
$0.9944 (as at 17 Sep 2025) | |
$0.9924 (as at 17 Sep 2025) | |
Open |
Type | Description |
MER | 0.68% (as at 28 Aug 2025) |
Minimum initial investment | $25,000 |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
Microsoft Corp | Equity | 10.08% |
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The objective of the Ironbark Brown Advisory Global Shares - Class E managed fund is The option seeks to outperform the MSCI All Country World Index in AUD; before fees and taxes; over rolling five-year periods.
The strategy of the Ironbark Brown Advisory Global Shares - Class E managed fund is This option invests in a concentrated portfolio of leading global companies across sectors and regions; selected for their ability to compound excess economic returns over time. Using a fundamental; bottom-up; research-intensive approach; it focuses on high-quality businesses with strong market positions; superior customer outcomes; and high return on invested capital (ROIC). The Investment Manager seeks to acquire these companies at discounts to their intrinsic value to maximise shareholder returns.
The APIR code of the Ironbark Brown Advisory Global Shares - Class E managed fund is FSF4852AU.
Ironbark Brown Advisory Global Shares - Class E’s total return last month was -%. This was made up of a growth return of -1.27% and an income return of -%. These returns were calculated as at 31 Jul 2025.
Ironbark Brown Advisory Global Shares - Class E’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jul 2025.
Ironbark Brown Advisory Global Shares - Class E’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 Jul 2025.
Ironbark Brown Advisory Global Shares - Class E’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 Jul 2025.
The asset allocation of the Ironbark Brown Advisory Global Shares - Class E managed fund is :
The Responsible Entity for the Ironbark Brown Advisory Global Shares - Class E managed fund is Ironbark Asset Mgmt (Fund Services) Ltd.
The Ironbark Brown Advisory Global Shares - Class E managed fund belongs to the Equity World Large Blend sector/asset class.
As at , the size of the Ironbark Brown Advisory Global Shares - Class E managed fund was $ million.
The Ironbark Brown Advisory Global Shares - Class E managed fund has an inception date of 18 Jul 2025.
The current entry price of the Ironbark Brown Advisory Global Shares - Class E managed fund is $0.9944 per unit and the current exit price is $0.9924 per unit (as at 17 Sep 2025).
The current exit price of the Ironbark Brown Advisory Global Shares - Class E managed fund is $0.9924 per unit and the current entry price is $0.9944 per unit (as at 17 Sep 2025).
The minimum initial investment amount for the Ironbark Brown Advisory Global Shares - Class E managed fund is $25,000.
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.