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  5. OA Frontier TTR - Antipodes Global (Lng only) - Managed fund profile

OA Frontier TTR - Antipodes Global (Lng only) - Managed Fund

Fund Objective
Provide absolute returns in excess of the MSCI All Country World Index over the investment cycle (typically three to five years) at below market levels of risk.
Fund Strategy
The fund typically invests in a select number of attractively valued companies listed on global share markets (usually between 20 and 60). The fund is also permitted to utilise exchange traded derivatives.

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.6% 10.54% 12.52% 14.7% 14% 8.68% 9.74% -%
Growth return -1.46% 6.93% 13.23% 10.49% 12.61% 7.82% 8.5% -%
Income return 5.06% 3.61% -0.71% 4.21% 1.39% 0.86% 1.24% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -3.26% 5.56% 17.34% 20.71% 15.81% 12% 12.33% 12.94%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

OA Frontier TTR - Antipodes Global (Lng only)
International Equities
96.72%
Cash
3.28%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.03%
Cash
3.58%
Australian Equities
2.57%
Property
1.80%
Fixed Interest
-0.04%
Alternatives
0.05%

General Information

Fund Details
Type Description
OA Frontier TTR - Antipodes Global (Lng only)
OnePath Custodians Pty Limited
MMF2962AU
Equity World Large Value
starstarstar (as at 31 Mar 2024)
Superannuation Fund
26 May 2018
$0.38 million (as at 31 Mar 2024)
$1.69972 (as at 30 Apr 2024)
$1.68958 (as at 30 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 1.29% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment $20,000
Minimum additional investments

Top 10 holdings (as at 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
Merck & Co Inc Equity 3.56%
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FAQs about the OA Frontier TTR - Antipodes Global (Lng only)

The objective of the OA Frontier TTR - Antipodes Global (Lng only) managed fund is Provide absolute returns in excess of the MSCI All Country World Index over the investment cycle (typically three to five years) at below market levels of risk.

The strategy of the OA Frontier TTR - Antipodes Global (Lng only) managed fund is The fund typically invests in a select number of attractively valued companies listed on global share markets (usually between 20 and 60). The fund is also permitted to utilise exchange traded derivatives.

The APIR code of the OA Frontier TTR - Antipodes Global (Lng only) managed fund is MMF2962AU.

OA Frontier TTR - Antipodes Global (Lng only)’s total return last month was 3.6%. This was made up of a growth return of -1.46% and an income return of 5.06%. These returns were calculated as at 31 Mar 2024.

OA Frontier TTR - Antipodes Global (Lng only)’s total return for the last three months was 10.54%. This was made up of a growth return of 6.93% and an income return of 3.61%%. These returns were calculated as at 31 Mar 2024.

OA Frontier TTR - Antipodes Global (Lng only)’s one-year total return is 14.7%. This was made up of a growth return of 10.49% and an income return of 4.21%. These returns were calculated as at 31 Mar 2024.

OA Frontier TTR - Antipodes Global (Lng only)’s one-year total return is 8.68%. This was made up of a growth return of 7.82% and an income return of 0.86%. These returns were calculated as at 31 Mar 2024.

The asset allocation of the OA Frontier TTR - Antipodes Global (Lng only) managed fund is :

International Equities
96.72%
Cash
3.28%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the OA Frontier TTR - Antipodes Global (Lng only) managed fund is OnePath Custodians Pty Limited.

The OA Frontier TTR - Antipodes Global (Lng only) managed fund belongs to the Equity World Large Value sector/asset class.

As at 31 Mar 2024, the size of the OA Frontier TTR - Antipodes Global (Lng only) managed fund was $0.38 million.

The OA Frontier TTR - Antipodes Global (Lng only) managed fund has an inception date of 26 May 2018.

The current entry price of the OA Frontier TTR - Antipodes Global (Lng only) managed fund is $1.69972 per unit and the current exit price is $1.68958 per unit (as at 30 Apr 2024).

The current exit price of the OA Frontier TTR - Antipodes Global (Lng only) managed fund is $1.68958 per unit and the current entry price is $1.69972 per unit (as at 30 Apr 2024).

The minimum initial investment amount for the OA Frontier TTR - Antipodes Global (Lng only) managed fund is $20,000. Minimum additional investment is $0.

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.