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Fund Monitors Pty Ltd
www.fundmonitors.com
18 Mar 2024 - 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.
JPMorgan Global Macro Sustainable Fund
Inception date: February 2021 Minimum initial investment: AU$25,000
Strategy: Global Diversified Distributions: Annually
Geographic mandate: Global Management fee: 0.85%
Investor type: Retail Performance fee: Nil
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JPMorgan Global Strategic Bond Fund
Inception date: December 2013 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.50%
Investor type: Retail Performance fee: Nil
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JPMorgan Income Fund
Inception date: December 2013 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Monthly
Geographic mandate: Global Management fee: 0.50%
Investor type: Retail Performance fee: Nil
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JPMorgan Sustainable Infrastructure Fund - Class A Units
Inception date: November 2022 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 0.55%
Investor type: Retail Performance fee: Nil
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JPMorgan Global Bond Active ETF (Managed Fund)
Inception date: June 2022 Minimum initial investment: AU$0
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.45%
Investor type: Retail Performance fee: Nil
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