Reports

Our funds' reports pages provide essential updates and insights into performance and holdings, empowering informed investment decisions through comprehensive information and analysis.

Quarterly Fund SUmmary
Summary

The financial year 2023-2024 was a success for both the Forager Australian Shares Fund and the Forager International Shares Fund. Both Funds finished the year ahead of their respective benchmarks, with the Forager Australian Shares Fund returning 18.7% for the full year and the Forager International Shares Fund 21.0%. Both Funds are now outperforming their benchmarks over five years as well.

Australian Shares Fund
$171.7m
Portfolio Value
9.78%
Performance since Inception
$1.7123
Buy Price
International Shares Fund
$222.4m
Portfolio Value
12.57%
Performance since Inception
$1.9047
Buy Price
Quarterly Reports
Latest Roadshow
All Reports

Reports

Both of Forager's Funds reports each month on their performance and portfolio activity. At the conclusion of each quarter, a more detailed Quarterly Report is published. In between, Monthly Reports give an overview of fund activity and performance statistics.
You can request a copy of the reports by calling 02 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.

All Reports

Reports

Both of Forager's Funds reports each month on their performance and portfolio activity. At the conclusion of each quarter, a more detailed Quarterly Report is published. In between, Monthly Reports give an overview of fund activity and performance statistics.
You can request a copy of the reports by calling 02 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.

All Reports

Reports

Both of Forager's Funds reports each month on their performance and portfolio activity. At the conclusion of each quarter, a more detailed Quarterly Report is published. In between, Monthly Reports give an overview of fund activity and performance statistics.
You can request a copy of the reports by calling 02 8320 0555.

You can request a copy of historical reports by emailing admin@foragerfunds.com.