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Trailing month end returns as of 29 Mar 2025
Performance after fees, including distributions or dividends paid
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Offering investors exposure to a unique portfolio of undervalued Australian shares, specialising in small, unusual opportunities that many investors miss.
investment horizon
3-5 years
growth since inception
5.36%p.a. (15+ years)
management fee
1.00%p.a.
actual performance fee
N/A
ASX:FOR
information
nameForager Australian Shares Fund
asset classAustralian Shares
currencyAUSTRALIAN DOLLAR
investment horizon3-5 years
geographical focusAustralia
stock codeASX:FOR
isinAU000000FOR7
size$160.76M(11/06/2024)
legal structureClosed Ended Investment Company
domicileAustralia
inception date31 Oct 2009(15+ years)
typeLIT
more informationProduct Disclosure Statement
performance
1 Month
-0.61%
1 Year
17.02%
Forager Australian Shares Fund
| period | return |
|---|---|
| 1 Month | -0.61% |
| 3 Months | 2.52% |
| 6 Months | 13.04% |
| 1 Year | 17.02% |
| 2 Yearsp.a. | 9.48% |
| 3 Yearsp.a. | 0.08% |
| 5 Yearsp.a. | 8.13% |
| Began 15 years and 4 months ago | |
| Since Inceptionp.a.Oct 2009 (15+ years) | 5.36% |
Past performance is not a guarantee of future results.
Performance data has been provided by Morningstar.
fees & pricing
total cost ratio?
N/Ap.a.
management fee?
1.00%p.a.
Performance Fee Details
actual performance fee?
N/Ap.a.
performance fee?
N/Ap.a.
Performance Fee Methodology
View the Product Disclosure Statement for a full overview of fees and charges.
Pricing
Check FOR share price
nav?
$1.61(11/06/2024)
share price?
$1.51(14/06/2024)
updates
Stay up to date with Forager Australian Shares Fund
update report
Forager Australian Shares Fund Latest Update
For the most recent results including performance for the last reporting period, please download the recent update from the manager
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Forager Australian Shares FundASX:FOR
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Livewire gives readers access to content provided by financial services professionals and companies ("Livewire Contributors”). Fund data is provided by Morningstar for personal use only. While every care has been taken in producing these numbers, neither Livewire nor Morningstar can guarantee the complete accuracy of these figures. Should you decide to invest, please read the relevant disclosure documents and consider speaking to a professional. A tax event may be realised when switching investments. Past performance is not a reliable indicator of future performance. Livewire does not operate under an Australian Financial Services Licence (AFSL) and relies on the exemption under 911A(2)(eb) of the Corporations Act 2001 in respect to any advice given. The advice on this site is general in nature and does not take into account your personal needs or objectives.