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Fund Monitors Pty Ltd
www.fundmonitors.com
29 Aug 2022 - 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.
Ausbil Australian Geared Equity Fund
Inception date: May 2007 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Australia Management fee: 1.20%
Investor type: Wholesale & Retail Performance fee: Nil
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Ausbil Australian Emerging Leaders Fund
Inception date: May 2002 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Australia Management fee: 0.85%
Investor type: Wholesale & Retail Performance fee: 15.38%
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Ausbil Balanced Fund
Inception date: July 1997 Minimum initial investment: AU$20,000
Strategy: Global Diversified Distributions: 6 Monthly
Geographic mandate: Australia/Global Management fee: 0.90%
Investor type: Wholesale & Retail Performance fee: Nil
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Candriam Sustainable Global Equity Fund
Inception date: December 2004 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 0.75%
Investor type: Wholesale & Retail Performance fee: Nil
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Fortlake Sigma Opportunities Fund
Inception date: December 2020 Minimum initial investment: AU$100,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Australia/Global Management fee: 0.99%
Investor type: Wholesale Performance fee: 22.00%
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Fortlake Real-Income Fund
Inception date: December 2020 Minimum initial investment: AU$1,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Australia/Global Management fee: 0.74%
Investor type: Retail Performance fee: -
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Fortlake Real-Higher Income Fund
Inception date: December 2020 Minimum initial investment: AU$1,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Australia/Global Management fee: 0.52%
Investor type: Retail Performance fee: -
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