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Printed: 27 November 2024 10:57 PM
15 Sep 2021 - New Funds on Fundmonitors.com
By: Australian Fund Monitors
New Funds on Fundmonitors.com
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.
AB Managed Volatility Equities Fund (Managed Fund) - MVE Class
Inception date:
April 2014
Minimum initial investment:
AU$50,000
Strategy:
Equity Long
Distributions:
6 Monthly
Geographic mandate:
Australia
Management fee:
0.55%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Aberdeen Standard Global Corporate Bond Fund
Inception date:
February 2015
Minimum initial investment:
AU$20,000
Strategy:
Fixed Income
Distributions:
Quarterly
Geographic mandate:
Australia/Global
Management fee:
0.50%
Investor type:
Wholesale & Retail
Performance fee:
Nil
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Alium Market Neutral Fund
Inception date:
May 2017
Minimum initial investment:
AU$250,000
Strategy:
Equity Market Neutral
Distributions:
Annually
Geographic mandate:
Australia/Global
Management fee:
2.00%
Investor type:
Wholesale
Performance fee:
20.00%
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CI Global Equities Fund (Hedged)
Inception date:
December 2004
Minimum initial investment:
AU$20,000
Strategy:
Equity Long
Distributions:
6 Monthly
Geographic mandate:
Global
Management fee:
1.20%
Investor type:
Retail
Performance fee:
10.00%
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Merlon Concentrated Australian Share Fund
Inception date:
February 2018
Minimum initial investment:
AU$10,000
Strategy:
Equity Long
Distributions:
Quarterly
Geographic mandate:
Australia
Management fee:
0.52%
Investor type:
Wholesale & Retail
Performance fee:
20.00%
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Schroder Fixed Income Fund (Wholesale Class)
Inception date:
February 2004
Minimum initial investment:
AU$20,000
Strategy:
Fixed Income
Distributions:
Quarterly
Geographic mandate:
Australia/Global
Management fee:
0.45%
Investor type:
Wholesale & Retail
Performance fee:
Nil
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Orbis Global Balanced Fund
Inception date:
February 2017
Minimum initial investment:
AU$10,000
Strategy:
Global Macro
Distributions:
Annually
Geographic mandate:
Global
Management fee:
1.00%
Investor type:
Retail
Performance fee:
25.00%
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Orbis Global Equity Fund
Inception date:
June 2005
Minimum initial investment:
AU$10,000
Strategy:
Equity Long
Distributions:
Annually
Geographic mandate:
Global
Management fee:
1.00%
Investor type:
Retail
Performance fee:
25.00%
View Profile
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