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 | -0.3% | 1.27% | 6.12% | -1.95% | 11.47% | 15.26% | -% | -% |
Growth return | -0.3% | -3.02% | 1.63% | -6.11% | 2.9% | 8% | -% | -% |
Income return | 0% | 4.29% | 4.49% | 4.16% | 8.57% | 7.26% | -% | -% |
Market index (Vanguard Intl Shares Index Hdg AUD TR)
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Total return | 0.87% | 5.67% | 9.66% | 13.17% | 16.48% | 15.02% | 12.89% | 11.13% |
Type | Description |
Ironbark Brown Advisory Global Shares Hedged Hedged | |
Ironbark Asset Mgmt (Fund Services) Ltd | |
DAM7719AU | |
Equity World - Currency Hedged | |
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|
Investment Fund | |
21 Mar 2022 | |
$1.82 million (as at 12 Sep 2025) | |
$1.1358 (as at 12 Sep 2025) | |
$1.1311 (as at 12 Sep 2025) | |
Open |
Type | Description |
MER | 0.99% (as at 23 Sep 2024) |
Indirect Cost Ratio (ICR) | 0.99% (as at 30 Jun 2024) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $10,000.00 |
Minimum additional investments | $1,000.00 |
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 Hedged Hedged managed fund is The Fund seeks to outperform the Benchmark by 2-3% p.a. after fees; over rolling five-year periods through investment in a focused selection of equities on a global basis
The strategy of the Ironbark Brown Advisory Global Shares Hedged Hedged managed fund is The Fund seeks to invest in a concentrated portfolio of 30-40 leading global companies in any sector or country that the Investment Manager believes to be capable of compounding excess economic returns over time. The Fund adopts a fundamental; bottom-up; research intensive investment selection process.
The APIR code of the Ironbark Brown Advisory Global Shares Hedged Hedged managed fund is DAM7719AU.
Ironbark Brown Advisory Global Shares Hedged Hedged’s total return last month was -0.3%. This was made up of a growth return of -0.3% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
Ironbark Brown Advisory Global Shares Hedged Hedged’s total return for the last three months was 1.27%. This was made up of a growth return of -3.02% and an income return of 4.29%%. These returns were calculated as at 31 Aug 2025.
Ironbark Brown Advisory Global Shares Hedged Hedged’s one-year total return is -1.95%. This was made up of a growth return of -6.11% and an income return of 4.16%. These returns were calculated as at 31 Aug 2025.
Ironbark Brown Advisory Global Shares Hedged Hedged’s one-year total return is 15.26%. This was made up of a growth return of 8% and an income return of 7.26%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the Ironbark Brown Advisory Global Shares Hedged Hedged managed fund is :
The Responsible Entity for the Ironbark Brown Advisory Global Shares Hedged Hedged managed fund is Ironbark Asset Mgmt (Fund Services) Ltd.
The Ironbark Brown Advisory Global Shares Hedged Hedged managed fund belongs to the Equity World - Currency Hedged sector/asset class.
As at 12 Sep 2025, the size of the Ironbark Brown Advisory Global Shares Hedged Hedged managed fund was $1.82 million.
The Ironbark Brown Advisory Global Shares Hedged Hedged managed fund has an inception date of 21 Mar 2022.
The current entry price of the Ironbark Brown Advisory Global Shares Hedged Hedged managed fund is $1.1358 per unit and the current exit price is $1.1311 per unit (as at 12 Sep 2025).
The current exit price of the Ironbark Brown Advisory Global Shares Hedged Hedged managed fund is $1.1311 per unit and the current entry price is $1.1358 per unit (as at 12 Sep 2025).
The minimum initial investment amount for the Ironbark Brown Advisory Global Shares Hedged Hedged managed fund is $10,000. Minimum additional investment is $1000.
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.