Forager Australian Shares Fund
Overview
The Forager Australian Shares Fund is a mutual fund based in Australia that specializes in investing in undervalued companies with strong growth potential. The fund primarily targets small and micro-cap stocks listed on the Australian Securities Exchange (ASX), aiming to capitalize on market inefficiencies and investor mispricing. By focusing on these segments, the fund seeks to uncover opportunities that may be overlooked by traditional investors. The fund employs a concentrated, value-focused investment strategy, allowing for flexibility and nimbleness in its approach. It is not tied to any specific index or asset class, enabling the team to invest in a diverse range of sectors and industries. This strategy is designed to maximize returns while managing risks associated with investing in less popular or underappreciated businesses. Since its inception on October 31, 2009, the Forager Australian Shares Fund has demonstrated a commitment to delivering long-term capital growth. The fund's performance is benchmarked against the Small Ordinaries Accumulation Index, reflecting its focus on smaller companies. Investors are encouraged to review the fund's Product Disclosure Statement for detailed information on fees, performance, and investment strategies.
Investment Focus
- Minimum initial investment of $20,000 or $1,000 per month in a recurring payment plan.
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Unlock full contacts →Frequently asked questions about Forager Australian Shares Fund
What sectors does Forager Australian Shares Fund invest in?
Forager Australian Shares Fund invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New South Wales, Australia. Forager Australian Shares Fund is listed as a mutual fund in the ConnectSafely investor database.
What stage does Forager Australian Shares Fund invest at?
Forager Australian Shares Fund backs companies at Growth and Late Stage.
Which regions does Forager Australian Shares Fund invest in?
Forager Australian Shares Fund invests across Australia.
Last updated · Source: ConnectSafely investor database
