FOR

This asset is not currently listed on any markets available through Pearler. The information on this page may be inaccurate or out of date.

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Forager Australian Shares Fund

πŸ‡¦πŸ‡Ί ASX

πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

+ 6.12%
Annual Growth

5 years average annual growth

πŸ’°

4.29%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

5
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž 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 firm's investment objective is to outperform all ordinaries accumulation index over a rolling five-year period and its goal is to produce superior long-term returns from a select number of underlying investments, 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 investment manager of the Fund is Forager Funds Management Pty Ltd.

πŸ“ˆ Performance

Price History

-2.34%

1M

1Y

All Time

Graph

Table

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πŸ—“οΈ Investing frequency calculator

Determine the investment frequency needed to reach your goals

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πŸ’΅ Investing amount calculator

Determine the recurring investment needed to reach your goals

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⏱️ Investing duration calculator

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πŸ’° Dividends

Payouts

πŸ’° Annual Dividend Yield*

4.29%

πŸ’° Annual Dividend Earnings Per $1,000 invested**

$42.86

πŸ’° Most Recent Dividend Franked Percentage Estimate

0.00%

πŸ’° Average Dividend Franked Percentage Estimate

0.00 %

πŸ’° Dividend reinvestment

Learn more

* Based on the most recent dividend

** Calculated by multiplying the most recent dividend yield by $1,000

Estimate your dividend

If you held

$

of FOR, your last dividend payment(s) would have been:

$ 214.29

on Wed Jan 17 2024

$ 252.1

on Fri Jul 21 2023

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2024

$0.00

0.00%

2023

$0.06

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%

2015

$0.00

0.00%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

0%
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πŸ’Έ Net fee calculator

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$1.51

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in FOR

0

πŸ“Š Total Capital Earnings

$4K

πŸ”ƒ Average investment frequency

20 weeks

πŸ’΅ Average investment amount

$1,255

⏰ Last time a customer invested in FOR

156 days
FOR investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

100k - 150k

50k - 100k

Less than 50k

πŸ‘Ά Age of investors

18 - 25

26 - 34

35 - 90

πŸ™‹ Legal gender of investors

Female

Male

Pearlers who invest in FOR also invest in...

Vanguard Australian Shares Index ETF

VAS

VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

πŸ™Œ Performance (5Yr p.a)

3.79%

πŸ“Š Share price

$102.61 AUD

πŸ‡¦πŸ‡Ί AUSTRALIA

πŸ’Έ FINANCIALS

🧱 MATERIALS

⛳️ DIVERSIFIED

Find Out More

Charter Hall Long WALE REIT engages in the operation of real estate investment trust companies. The company is headquartered in Sydney, New South Wales. The company went IPO on 2016-11-08. The principal activity of the REIT is property investment. The REIT is focused on investing in Australasian real estate assets that are predominantly leased to corporate and government tenants on long-term leases. The REIT focuses on providing investors with stable and secure income and the potential for both income and capital growth through exposure to long WALE properties. The REIT is actively managed to grow the portfolio through direct and indirect investments across multiple real estate sectors. The REIT is managed by Charter Hall Group, which is a fully integrated property investment and fund management group. The company manages approximately 1,641 properties across the office, industrial and logistics and retail sectors. Its properties include The Glasshouse; 242 Exhibition Street, Melbourne; 28 MacGregor Street, 12-26 Franklin Street, and Louisa Lawson Building.

πŸ™Œ Performance (5Yr p.a)

-5.79%

πŸ“Š Share price

$4.06 AUD

🏠 REAL ESTATE

πŸ’° HIGH DIVIDEND

πŸ•ŠοΈ SOCIALLY AWARE

🌳 ENVIRONMENTAL

VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.

πŸ™Œ Performance (5Yr p.a)

12.27%

πŸ“Š Share price

$126.64 AUD

🌏 GLOBAL

πŸ€– TECHNOLOGY

⛳️ DIVERSIFIED

πŸ“ˆ HIGH PRICE GROWTH

Argo Investments Ltd is a AU-based company operating in industry. The company is headquartered in Adelaide, South Australia. Argo Investments Limited is an Australia-based listed investment company (LIC). The firm manages a diversified portfolio of Australian shares with an internally managed business model. The principal activities of the Company include the investment of funds in Australian listed securities and short-term interest-bearing securities. Its investment objective is to maximize long-term shareholder returns through reliable fully franked dividend income and capital growth. Its investment portfolio comprises approximately 90 Australian companies from across a range of industries. Its portfolio includes investments in various sectors, such as materials, other financials, banks, healthcare, consumer staples, industrials, energy, consumer discretionary, property, utilities, listed investment companies, and others. Its subsidiary, Argo Service Company Pty Ltd, is engaged in providing investment management and administration operations for the Company.

πŸ™Œ Performance (5Yr p.a)

2.05%

πŸ“Š Share price

$8.93 AUD

Australian Foundation Investment Company Ltd is a AU-based company operating in industry. The company is headquartered in Melbourne, Victoria. Australian Foundation Investment Company Limited is an investment company, which is focused on investing in Australian and New Zealand equities. Its investment objective is to provide shareholders with investment returns through access to a stream of franked dividends and growth of capital invested. The company has two portfolios of securities: the investment portfolio and the trading portfolio. The investment portfolio holds securities which the Company intends to retain on a long-term basis and includes a small sub-component over which options may be written and an additional small sub-component of international (non-Australian/New Zealand listed stocks). The trading portfolio consist of securities that are held for short term trading only, including call option contracts written over securities that are held in the specific sub-component of the investment portfolio and on occasion put options and is relatively small in size. Its investment sectors include banks, healthcare, and materials.

πŸ™Œ Performance (5Yr p.a)

3.74%

πŸ“Š Share price

$7.46 AUD