FOR
Forager Australian Shares Fund
🇦🇺 ASX
👑 Overview
📈 Performance
💰 Dividends
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
N/A
Annual Growth
5 years average annual capital growth
💰
7.72%
Annual dividend yield
Based on the most recent dividend
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
4
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
Forager Australian Shares Fund is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. The company went IPO on 2016-12-16. Forager Australian Shares Fund (the Fund) is an Australia-based investment trust. The Fund invests in small to mid-cap stocks in Australia with focus on long-term value investing. The Fund’s investment objective is to outperform all ordinaries accumulation index over a rolling five year period and produce long-term returns irrespective of short-term price movements. The Fund invests in securities listed on the Australian Securities Exchange (ASX) and investments that are likely to be listed on the ASX in the future and Australian denominated cash. The Fund may also invest up to 20% of its assets in securities that are listed on the New Zealand Exchange (NZX) in accordance with the product disclosure statement and the provisions of the Fund's constitution. The Fund's goal is to produce superior long-term returns from a select number of underlying investments, irrespective of short term price movements. The investment manager of the Fund is Forager Funds Management Pty Ltd.
📈 Performance
Price History
-21.67%
1M
All Time
Graph
Table
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Try it out →💰 Dividends
Payouts
💰 Annual Dividend Yield*
7.72%
💰 Annual Dividend Earnings Per $1,000 invested**
$77.21
💰 Most Recent Dividend Franked Percentage Estimate
0.00%
💰 Average Dividend Franked Percentage Estimate
0.00 %
💰 Dividend reinvestment
* Based on the most recent dividend
** Calculated by multiplying the most recent dividend yield by $1,000
Dividend History
1Y
5Y
10Y
Graph
Table
Year
Yearly Dividend Earnings Per Share
Franking Estimate
2025
$0.00
0.00%
2024
$0.00
0.00%
2023
$0.00
0.00%
2022
$0.08
0.00%
2021
$0.04
NaN%
2020
$0.01
NaN%
2019
$0.02
NaN%
2018
$0.21
NaN%
2017
$0.11
0.00%
2016
$0.00
0.00%
💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$1.22
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in FOR
4
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in FOR
810 days
FOR investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
40%
50k - 100k
20%
Less than 50k
40%
👶 Age of investors
18 - 25
26 - 34
35 - 90
100%
🙋 Legal gender of investors
Female
75%
Male
25%
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$90.18 AUD
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