18 Feb 2021 - New Funds on Fundmonitors.com

By: Australian Fund Monitors

Below are some of the funds we've recently added to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research, platform availability, and news & insights.

Lumenary Global Founders Fund

Inception date: July 2017
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale

Minimum initial investment: AU$200,000
Distributions: Annually
Management fee: 1.2%
Performance fee: 16.5%

View Profile

Melior Australian Impact Fund

Inception date: July 2019
Strategy: Equity Long
Geographic mandate: Australia/NZ
Investor type: Wholesale & Retail

Minimum initial investment: AU$50,000
Distributions: Annually
Management fee: 1.45%
Performance fee: Nil

View Profile

Metrics Credit Partners Credit Trust

Inception date: December 2018
Strategy: Private Debt
Geographic mandate: Australia
Investor type: Wholesale

Minimum initial investment: AU$50,000
Distributions: Quarterly
Management fee: 1%
Performance fee: 15%

View Profile

Metrics Credit Partners Direct Income Fund

Inception date: July 2020
Strategy: Credit
Geographic mandate: Australia
Investor type: Wholesale & Retail

Minimum initial investment: AU$1,000
Distributions: Monthly
Management fee: 0.21%
Performance fee: Nil

View Profile

Freehold Australian Property Fund

Inception date: February 2015
Strategy: Real Estate
Geographic mandate: Australia
Investor type: Wholesale & Retail

Minimum initial investment: AU$10,000
Distributions: Quarterly
Management fee: 1.015%
Performance fee: 16.5%

View Profile

Freehold A-REITs and Listed Infrastructure Fund

Inception date: August 2013
Strategy: Real Estate
Geographic mandate: Australia
Investor type: Wholesale & Retail

Minimum initial investment: AU$10,000
Distributions: 6 Monthly
Management fee: 0.8%
Performance fee: Nil

View Profile

Freehold Debt Income Fund

Inception date: September 2019
Strategy: Credit
Geographic mandate: Australia
Investor type: Wholesale & Retail

Minimum initial investment: AU$100,000
Distributions: Bi-Monthly
Management fee: 1.75%
Performance fee: 10%

View Profile

Artisan Global Discovery Fund

Inception date: June 2020
Strategy: Equity Long
Geographic mandate: Global
Investor type: Retail

Minimum initial investment: AU$20,000
Distributions: Annually
Management fee: 0.7%
Performance fee: 15.375%

View Profile

Lucerne Alternative Investments Fund (Fee Class 1)

Inception date: December 2017
Strategy: Multi Strategy
Geographic mandate: Australia/Global
Investor type: Wholesale & Retail

Minimum initial investment: AU$50,000
Distributions: 6 Monthly
Management fee: 1.15%
Performance fee: Nil

View Profile

Lucerne Alternative Investments Fund (Fee Class 2)

Inception date: December 2017
Strategy: Multi Strategy
Geographic mandate: Australia/Global
Investor type: Wholesale & Retail

Minimum initial investment: AU$50,000
Distributions: 6 Monthly
Management fee: 0.4%
Performance fee: 12%

View Profile

Want to see more funds?

Subscribe for full access to these funds and over 550 others

Fund Monitors Pty Ltd

News

18 Feb 2021 - New Funds on Fundmonitors.com