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Fund Monitors Pty Ltd
www.fundmonitors.com
15 Apr 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.
Fidelity Global Short Duration Income Fund
Inception date: July 2022 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.45%
Investor type: Retail Performance fee: Nil
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Fidelity Global Long Short Fund
Inception date: October 2023 Minimum initial investment: AU$25,000
Strategy: Equity Long/Short Distributions: Annually
Geographic mandate: Global Management fee: 0.90%
Investor type: Wholesale Performance fee: 20.00%
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Fidelity Global Future Leaders Fund
Inception date: September 2020 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 1.10%
Investor type: Retail Performance fee: Nil
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Fidelity Global Equities Fund
Inception date: September 2021 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 0.99%
Investor type: Retail Performance fee: Nil
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Fidelity Australian Opportunities Fund
Inception date: July 2012 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Quarterly
Geographic mandate: Australia Management fee: 0.85%
Investor type: Retail Performance fee: Nil
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