Fact Sheet
As at August 2023
As at August 2023
Antipodes Emerging Markets (Managed Fund)
APIR: IOF0203AU
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.
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 |
Cumulative Returns Fund Index
Antipodes Emerging Markets (Managed Fund) - Cumulative Performance vs MSCI All Country Asia Pacific ex-Japan
Drawdowns Fund Index
Drawdown%
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.