Annual fund charge
—
Risk indicator
4/7
1 = lower risk · 7 = higher risk
5-year return p.a.
12.55%
peer avg 4.14%
Fund size
NZ$133.4m
0% growth · 1% income
The fund invests in the Antipodes Global Fund - UCITS (underlying fund) and cash or cash equivalent securities. The underlying fund's investment exposure is predominantly to a broad range of international shares listed on stock exchanges in developed and emerging markets. Derivatives may be used to establish short positions in securities or market indices and to gain or reduce exposure to currencies where Antipodes sees attractive opportunities and also to offset specific unwanted portfolio risks and provide some protection from unexpectedly large movements in the
Key facts
Fund start date
25 July 2018
Min. investment
NZ$25,000
Tax structure
PIE
Capped at your PIR (max 28%)
Top 10 holdings
As at the latest published quarterly fund update.
| Holding | % of fund |
|---|---|
| Amazon.Com, Inc. | 5.16% |
| Microsoft Corporation | 3.70% |
| Total SA | 3.19% |
| Merck & Co., Inc. | 3.18% |
| Brookdale Senior Living Inc. | 2.85% |
| Keysight Technologies Inc | 2.76% |
| Barrick Mining Corporation | 2.50% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2.45% |
| Capital One Financial Corporation | 2.12% |
| Societe Generale S.A. Class A | 2.03% |
Documents
Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.
- ANTIPODES GLOBAL FUND (PIE) (FND10396) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.32 KB
- 20250903 Antipodes PDS.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 281.34 KB
- 20260331 Antipodes Global Fund (PIE) QFU.pdf The quarterly update published by the provider PDF, 474.70 KB
- 20250903 Antipodes OMI.pdf Other Material Information Document PDF, 571.28 KB
- Antipodes Investment Funds SIPO 8 August 2025.pdf Statement of investment policy and objectives PDF, 228.37 KB
About this category
Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
About Antipodes
Australian global-equities manager with a long-bias PIE fund offered to NZ investors.
See all funds from Antipodes →Head-to-head
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Peer funds
Other International Equities funds
