The content you're trying to access is exclusive to Livewire members. It's free to become a member, so...
Trailing month end returns as of 05 Apr 2025
Performance after fees, including distributions or dividends paid
The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark).
minimum investment
$20K
growth since inception
11.65%p.a. (20+ years)
management fee
1.26%p.a.
Actual Performance Fee
No Performance Fee
apir: MAQ0404AU
information
nameIFP Global Franchise Fund
asset classGlobal Shares
currencyAUSTRALIAN DOLLAR
minimum investment$20K
geographical focusGlobal
apirMAQ0404AU
isinAU60MAQ04042
size$1.47B(28/02/2025)
legal structureUnit trust
domicileAustralia
inception date17 Nov 2004(20+ years)
typeManaged Fund
more informationProduct Disclosure Statement
performance
1 Month
-2.22%
1 Year
25.43%
IFP Global Franchise Fund
| period | return |
|---|---|
| 1 Month | -2.22% |
| 3 Months | 6.49% |
| 6 Months | 18.40% |
| 1 Year | 25.43% |
| 2 Yearsp.a. | 21.56% |
| 3 Yearsp.a. | 15.90% |
| 5 Yearsp.a. | 15.59% |
| 10 Yearsp.a. | 12.53% |
| Since Inceptionp.a.Nov 2004 (20+ years) | 11.65% |
Past performance is not a guarantee of future results.
Performance data has been provided by Morningstar.
fees & pricing
total cost ratio?
1.28%p.a.(30/06/2024)
management fee?
1.26%p.a.
Performance Fee
No Performance Fee
Pricing
buy/sell spread?
0.18%/0.10%(08/07/2024)
entry price?
$2.91(03/04/2025)
nav?
N/A
exit price?
$2.90(03/04/2025)
Latest Wires
.jpg "The top performing global share funds for FY22")
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.