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Fund Monitors Pty Ltd
www.fundmonitors.com
23 Sep 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.
Dimensional Australian Core Imputation Trust
Inception date: July 2014 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Quarterly
Geographic mandate: Australia Management fee: 0.28%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Australian Large Company Trust
Inception date: September 2000 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Quarterly
Geographic mandate: Australia/Global Management fee: 0.16%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Australian Small Company Trust
Inception date: October 2020 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Quarterly
Geographic mandate: Australia Management fee: 0.61%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Australian Sustainability Trust
Inception date: December 2018 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Quarterly
Geographic mandate: Australia Management fee: 0.28%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Australian Value Trust
Inception date: June 1999 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Quarterly
Geographic mandate: Australia Management fee: 0.34%
Investor type: Wholesale & Retail Performance fee: Nil
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Artisan Credit Opportunities Fund
Inception date: November 2022 Minimum initial investment: AU$100K
Strategy: Credit Distributions: Quarterly
Geographic mandate: Global Management fee: 1.00%
Investor type: Wholesale Performance fee: 15.38%
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