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Fund Monitors Pty Ltd
www.fundmonitors.com
30 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 Equity Trust - Active ETF
Inception date: July 2006 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 Five-Year Diversified Fixed Int. Trust AUD Class
Inception date: September 2001 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.28%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Global Bond Sustainability Trust AUD Class
Inception date: April 2018 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.35%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Global Bond Trust AUD Class
Inception date: November 2011 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.35%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Short Term Fixed Interest Trust
Inception date: June 1999 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.19%
Investor type: Wholesale & Retail Performance fee: Nil
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Solaris Australian Equity Income Fund
Inception date: December 2016 Minimum initial investment: AU$30,000
Strategy: Equity Income Distributions: Quarterly
Geographic mandate: Australia Management fee: 0.90%
Investor type: Wholesale & Retail Performance fee: Nil
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