Ironbark Brown Advisory Global Share M - Managed Fund

The objective of the Ironbark Brown Advisory Global Share M 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 strategy of the Ironbark Brown Advisory Global Share M 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 Share M managed fund is DAM0777AU.

Ironbark Brown Advisory Global Share M’s total return last month was -5.38%. This was made up of a growth return of -5.38% and an income return of 0%. These returns were calculated as at 31 Jan 2026.

Ironbark Brown Advisory Global Share M’s total return for the last three months was -6.07%. This was made up of a growth return of -6.44% and an income return of 0.37%%. These returns were calculated as at 31 Jan 2026.

Ironbark Brown Advisory Global Share M’s one-year total return is -2.03%. This was made up of a growth return of -6.56% and an income return of 4.53%. These returns were calculated as at 31 Jan 2026.

Ironbark Brown Advisory Global Share M’s one-year total return is 18.65%. This was made up of a growth return of 11.33% and an income return of 7.32%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Ironbark Brown Advisory Global Share M managed fund is :

The Responsible Entity for the Ironbark Brown Advisory Global Share M managed fund is Ironbark Asset Management Pty Ltd.

The Ironbark Brown Advisory Global Share M managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Jan 2026, the size of the Ironbark Brown Advisory Global Share M managed fund was $4.93 million.

The Ironbark Brown Advisory Global Share M managed fund has an inception date of 10 Dec 2020.

The current entry price of the Ironbark Brown Advisory Global Share M managed fund is $1.7265 per unit and the current exit price is $1.7213 per unit (as at 9 Feb 2026).

The current exit price of the Ironbark Brown Advisory Global Share M managed fund is $1.7213 per unit and the current entry price is $1.7265 per unit (as at 9 Feb 2026).

The minimum initial investment amount for the Ironbark Brown Advisory Global Share M managed fund is $5,000,000. Minimum additional investment is $100000.