Ironbark Brown Advisory Global Share M - Managed Fund

The objective of the Ironbark Brown Advisory Global Share M 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 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 -1.2%. This was made up of a growth return of -1.2% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Ironbark Brown Advisory Global Share M’s total return for the last three months was 0.26%. This was made up of a growth return of -3.98% and an income return of 4.24%%. These returns were calculated as at 31 Aug 2025.

Ironbark Brown Advisory Global Share M’s one-year total return is 13.94%. This was made up of a growth return of 9.12% and an income return of 4.82%. These returns were calculated as at 31 Aug 2025.

Ironbark Brown Advisory Global Share M’s one-year total return is 23.75%. This was made up of a growth return of 16% and an income return of 7.75%. These returns were calculated as at 31 Aug 2025.

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 Mgmt (Fund Services) Ltd.

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

As at 11 Sep 2025, the size of the Ironbark Brown Advisory Global Share M managed fund was $0.04 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 $1.8294 per unit and the current exit price is $1.8239 per unit (as at 11 Sep 2025).

The current exit price of the Ironbark Brown Advisory Global Share M managed fund is $1.8239 per unit and the current entry price is $1.8294 per unit (as at 11 Sep 2025).

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