XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Antipodes Global Value Fund P Dis AUD: holdings, performance and fees
1Y return+23.7%
3Y return+63.1%
5Y return+77.2%
OCF (ongoing charge)0.95%
Top 10 holdings
| Holding | Weight |
|---|---|
| MICROSOFT CORPORATION | 4.3% |
| AMAZON.COM, INC. | 4.2% |
| CAPITAL ONE FINANCIAL CORPORATION | 3.2% |
| TOTALENERGIES SE | 2.7% |
| MERCK & CO INC NEW | 2.6% |
| BARRICK GOLD CORPORATION | 2.5% |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED | 2.4% |
| BROOKDALE SENIOR LIVING INC. | 2.3% |
| SHIN-ETSU CHEMICAL CO., LTD. | 2.2% |
| KEYSIGHT TECHNOLOGIES, INC. | 2.2% |
Top sectors
- Information Technology22.8%
- Financials11.8%
- Industrials11.3%
- Consumer Discretionary10.5%
- Health Care9.6%
Top countries
- Equity International Listed98.5%
- Cash International1.5%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN