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Printed: 25 November 2024 6:37 AM
11 Apr 2023 - New Funds on Fundmonitors.com
By: FundMonitors.com
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.
Ellerston Australian Share Fund
Inception date:
April 2009
Minimum initial investment:
AU$10,000
Strategy:
Equity Long
Distributions:
6 Monthly
Geographic mandate:
Australia
Management fee:
0.90%
Investor type:
Retail
Performance fee:
15.00%
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Ellerston Equity Income KIS Fund
Inception date:
May 2019
Minimum initial investment:
AU$10,000
Strategy:
Equity Market Neutral
Distributions:
Quarterly
Geographic mandate:
Australia
Management fee:
0.70%
Investor type:
Wholesale
Performance fee:
10.00%
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Ellerston JAADE Australian Private Assets Fund (Retail)
Inception date:
September 2019
Minimum initial investment:
AU$25,000
Strategy:
Private Equity
Distributions:
Annually
Geographic mandate:
Australia
Management fee:
1.75%
Investor type:
Retail
Performance fee:
20.00%
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Ellerston JAADE Australian Private Assets Fund (Wholesale)
Inception date:
December 2018
Minimum initial investment:
AU$100,000
Strategy:
Private Equity
Distributions:
-
Geographic mandate:
Australia
Management fee:
1.40%
Investor type:
Wholesale
Performance fee:
17.50%
View Profile
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