25 Mar 2024 - New Funds on Fundmonitors.com

By: 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.

Perpetual Smaller Companies Fund

Inception date:	October 1996	Minimum initial investment:	AU$25,000
Strategy:	Equity Long	Distributions:	6 Monthly
Geographic mandate:	Australia	Management fee:	1.25%
Investor type:	Retail	Performance fee:	Nil

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Perpetual Strategic Capital Fund - Class A

Inception date:	November 2023	Minimum initial investment:	AU$25,000
Strategy:	Equity Long	Distributions:	6 Monthly
Geographic mandate:	Australia/Global	Management fee:	0.90%
Investor type:	Retail	Performance fee:	25.00%

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Altius Sustainable Bond Fund

Inception date:	November 2014	Minimum initial investment:	AU$5,000
Strategy:	Fixed Income	Distributions:	Quarterly
Geographic mandate:	Australia/Global	Management fee:	0.37%
Investor type:	Retail	Performance fee:	Nil

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GCQ Flagship Fund (Class P)

Inception date:	July 2022	Minimum initial investment:	AU$50,000
Strategy:	Equity Long/Short	Distributions:	6 Monthly
Geographic mandate:	Global	Management fee:	1.25%
Investor type:	Wholesale & Retail	Performance fee:	15.00%

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25 Mar 2024 - New Funds on Fundmonitors.com