Antipodes Global Fund - Long Only (Class I)

Performance Summary as at September 2022

The Antipodes Global Fund - Long Only (Class I) has a track record of 7 years and 10 months and has underperformed the Global Equity Index since inception in December 2014, providing investors with an annualised return of 7.94% compared with the index's return of 9.42% over the same period.

On a calendar year basis, the fund has only experienced a negative annual return once in the 7 years and 10 months since its inception. Over the past 12 months, the fund's largest drawdown was -17.41% vs the index's -15.77%, and since inception in December 2014 the fund's largest drawdown was -17.58% vs the index's maximum drawdown over the same period of -15.77%. The fund's maximum drawdown began in September 2021 and has lasted 1 year, reaching its lowest point during September 2022.

The Manager has delivered these returns with 0.07% more volatility than the index, contributing to a Sharpe ratio which has fallen below 1 five times over the past five years and which currently sits at 0.64 since inception. The fund has provided positive monthly returns 91% of the time in rising markets and 28% of the time during periods of market decline, contributing to an up-capture ratio since inception of 67% and a down-capture ratio of 85%.

Cumulative Returns
Fund Index

Antipodes Global Fund - Long Only (Class I) - Cumulative Performance vs Global Equity

 

Drawdowns
Fund Index

Drawdown%

 
Fund Index

General Notes

Historical returns are for the Class I unit class.

Quintile Ranking vs. Equity Long - Large Cap - Global as at September 2022

The performance of the Antipodes Global Fund - Long Only (Class I) ranked it in the first quintile for Largest Drawdown and second quintile for Volatility and Downside Deviation over 5 & 7 years, while over 1 & 3 years the fund ranked in the first quintile for Volatility and Largest Drawdown and second quintile for Downside Deviation.

1 Year
3 Year
5 Year
7 Year
Antipodes Global Fund - Long Only (Class I)
Global Equity 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.