Antipodes Emerging Markets (Managed Fund)


Manager Summary

Antipodes is a global asset manager offering a pragmatic value approach across long only and longshort strategies. It aspires to grow client wealth over the long-term by generating absolute returns in excess of the benchmark at below market levels of risk. Antipodes seeks to take advantage of the market's tendency for irrational extrapolation, identify investments that offer a high margin of safety and build high conviction portfolios with a capital preservation focus.

Antipodes is majority owned by its investment team.

Strategy Summary

The aim of the Fund is to achieve absolute returns in excess of the Benchmark over the investment cycle (typically 3-5 years).

Key Terms

Status: Open Inception Date: Jul 2015
Strategy: Equity Long/Short Style: Growth
Geography: Asia Pacific Domicile: Australia
Investors: Wholesale Min. Investment: AU$ 25,000
Distributions: Annually Applications: Daily
Fund Size: AU$ 20m Management Fee: 1.20%
Manager FUM: AU$ 8,000m Performance Fee: 15.00%

Key Statistics

Fund Index* Fund Index*
Aug 2023: -2.70% -3.33% Sharpe1: 0.31 0.27
1 Year: 10.54% 3.52% Sortino1: 0.34 0.30
3 Years1,2: -4.03% 0.45% Best Month1: 14.71% 10.68%
5 Years1,2: 0.00% 1.09% Worst Month1: -13.65% -9.05%
Inception1,2: 4.78% 3.90% Volatility1,2: 13.49% 11.51%
Up-Capture1: 91% N/A Down-Capture1: 93% N/A
*MSCI All Country Asia Pacific ex-Japan,   1Since Dec 2014,   2Annualised

Cumulative Returns
Fund Index

Antipodes Emerging Markets (Managed Fund) - Cumulative Performance vs MSCI All Country Asia Pacific ex-Japan


Fund Index


Fund Index

Quintile Ranking vs. Equity Alternative - Asia Peer Group (9 funds) as at August 2023

1 Year
3 Year
5 Year
7 Year
Antipodes Emerging Markets (Managed Fund)
Asia Pacific Index Benchmark
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.