About
A highly concentrated portfolio of 10–20 Australian and global listed equities available to wholesale investors only. This fund is designed as the purest expression of Forager's research capability - a small number of Forager’s investment team's highest-return ideas held at meaningful weights. The Fund is benchmark unaware and aims to exceed 10% return per annum. Minimum suggested investment timeframe is at least 5 years.
- The Forager Concentrated Fund invests in 10-20 businesses, offering a more concentrated portfolio than Forager's other Funds.
- Provides concentrated exposure to Forager’s highest-conviction Australian and international equities ideas.
- Available to wholesale investors only, with a minimum investment of $250k
- Foreign currency exposure is hedged back to Australian dollars through active currency exposure management
- Distributions are paid annually as at 30 June. The policy is to distribute the Fund’s taxable income for each financial year
Performance (net of all fees)
Performance
1 month
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Since inception
Fees
Management and expense recovery fee
Performance fee (on returns over 10% p/a)
Establishment and withdrawal fees
Reports
Documents and Forms
Documents
Forms
Research and Awards
Disclaimer
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (FHT0032AU assigned November 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.