Forager Australian Shares Fund

  • IPO date:
  • Sector: Financial Services
  • GIC Group: Energy
  • Industry: Asset Management
  • Company website

Company description

Forager Australian Shares Fund is an open ended equity mutual fund launched and managed by Forager Funds Management Pty Ltd. The fund invests in the public equity markets of Australia. It invests in the value stocks of the companies. The fund also invests in property trusts and hybrids aiming to provide capital growth and some distributions. It benchmarks the performance of its portfolio against the S&P/ASX All Ordinaries Index. The fund was formerly known as Intelligent Investor Value Fund. Forager Australian Shares Fund was formed on October 31, 2009 and is domiciled in Australia.

Financial highlights

Market Capitalization$123.8915 million
P/E Ratio5.72
P/E Growth Ratio
Book Value1.425
Dividend Per Share0.06
Earnings Per Share0.21
EBITDA
Profit Margin0.929
Operating Margin TTM0.9297
Return on Assets TTM0.0977
Return on Equity TTM0.1628
Revenue TTM24,025

Income statement highlights

All numbers are in thousands

Date Total Revenue Cost of Revenue Gross Profit Total Operating Expenses
2015-06-30 7,187 7,187 670
2016-06-30 13,834 1,542 12,292 1,568
2017-06-30 32,460 4,154 28,306 4,105
2018-06-30 13,420 2,917 10,503 2,775
2019-06-30 -33,356 1,934 -35,290 1,720
2020-06-30 -24,656 1,706 -26,362
2021-06-30 104,695 4,990 99,705
2022-06-30 -49,599 4,259 -53,858
2023-06-30 23,846

Balance sheet highlights

All numbers are in thousands

Date Cash Total Assets Total Liabilities Short Term Debt Long Term Debt Common Stock
2015-06-30 2,862 66,231 6,986 59,245
2016-06-30 24,815 100,056 12,349 87,707
2017-06-30 29,692 162,362 11,938 0 150,424
2018-06-30 43,139 167,082 19,806 0 147,276
2019-06-30 26,710 148,379 3,130 0 145,249
2020-06-30 1,091 119,124 1,814 0 117,310
2021-06-30 16,956 220,031 12,678 0 207,353
2022-06-30 8,694 138,737 8,074 0 130,663
2023-06-30 28,595 146,900 3,411

Cash flow highlights

All numbers are in thousands

Date Net Income Total Cash Change in Cash Begin period cash End period cash Dividends
2015-06-30 779 1,609 -7,754 1,249
2016-06-30 0 -1,250 21,953 1,991
2017-06-30 0 -29,012 4,877 3,646
2018-06-30 0 17,156 13,447 3,709
2019-06-30 -35,631 -33,087 -16,429 26,710 19,416
2020-06-30 -26,733 -22,834 -25,619 26,710 1,091 2,470
2021-06-30 99,162 22,032 15,865 1,091 16,956 914
2022-06-30 -54,365 10,242 -8,262 16,956 8,694 8,195
2023-06-30 22,320 19,918 8,694 28,595 7,366