Antipodes Partners

Performance

What makes Antipodes Partners different?

Eclectic approach that combines proprietary quantitative filters, qualitative experience and prioritises research and portfolio construction around three key principles
Seasoned investment team with over 100 years of global experience and significant shared history of successful investing
Focused product offering that leverages our circle of competence (longs, shorts and currency management)
Owner-managed business culture of long-term thinking and alignment with client outcomes

Fund ratings

Antipodes Global Fund and Antipodes Global Fund – Long Only have been rated “Highly Recommended” by Zenith Investment Partners

Antipodes Asia Fund has been rated “Recommended” by Zenith Investment Partners

As at 31st December 2017
Absolute Performance (%)
Antipodes Global Fund - Long Only
Antipodes Global Fund
MSCI AC World Net Index
Antipodes Asia Fund
MSCI AC Asia x Japan Net Index
Out Performance (%)
Antipodes Global Fund - Long Only²
Antipodes Global Fund
Antipodes Asia Fund

1 mth
-0.9
-0.7
-1.4
0.7
-0.3
0.5
0.7
1.0

3 mth
5.4
3.8
6.1
7.4
8.6
-0.6
-2.3
-1.1

YTD
19.9
13.1
14.8
22.7
31.2
5.2
-1.7
-8.5

1 yr
19.9
13.1
14.8
22.7
31.2
5.2
-1.7
-8.5

Inception¹
40.9
38.5
25.0
34.5
26.5
16.0
13.5
8.0

Inception¹
p.a.
14.7
13.9
9.3
12.6
9.9
5.4
4.6
2.7

Inception¹
Date
Jul 2015
Jul 2015
-
Jul 2015
-
Jul 2015
Jul 2015
Jul 2015

All returns are net of fees and in AUD terms. Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding taxation. Past performance is not a reliable indicator of future performance. ¹The inception date is the date that the current investment strategy was adopted. The Antipodes Global Fund – Long Only was established in January 2006; Antipodes Global Fund was established in June 1999; Antipodes Asia Fund was established in March 2001. ²MSCI All Country Index Net Dividends in AUD prior to 1 July 2015.

Performance

What makes Antipodes Partners different?

Fund ratings

As at 31st December 2017

1 mth

3 mth

YTD

1 yr

Inception1

Inception1p.a.

Inception1Date

Inception¹

Inception¹
p.a.

Inception¹
Date