4 Mar 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.

Fidelity Asia Fund

Inception date: September 2005
Strategy: Equity Long
Geographic mandate: Asia
Investor type: Wholesale & Retail

Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.15%
Performance fee: Nil

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Fidelity China Fund

Inception date: September 2005
Strategy: Equity Long
Geographic mandate: China
Investor type: Wholesale & Retail

Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.2%
Performance fee: Nil

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Fideilty Future Leaders Fund

Inception date: July 2013
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale & Retail

Minimum initial investment: AU$25,000
Distributions: Quarterly
Management fee: 1.2%
Performance fee: Nil

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Fidelity Global Emerging Markets Fund

Inception date: December 2013
Strategy: Equity Long
Geographic mandate: Emerging Markets
Investor type: Wholesale & Retail

Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 0.99%
Performance fee: Nil

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Fidelity India Fund

Inception date: September 2005
Strategy: Equity Long
Geographic mandate: India
Investor type: Wholesale & Retail

Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.2%
Performance fee: Nil

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Trillium ESG Global Equity Fund

Inception date: August 2020
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale

Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 0.89%
Performance fee: Nil

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Trillium Global Sustainable Opportunities Fund

Inception date: August 2020
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale

Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 0.99%
Performance fee: Nil

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Perpetual Global Innovation Share Fund

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

Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 0.99%
Performance fee: 20%

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Artesian Green & Sustainable Bond Fund

Inception date: September 2020
Strategy: Fixed Income
Geographic mandate: Global
Investor type: Wholesale & Retail

Minimum initial investment: AU$25,000
Distributions: Quarterly
Management fee: 0.5%
Performance fee: Nil

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4 Mar 2021 - New Funds on Fundmonitors.com