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Fund Monitors Pty Ltd
www.fundmonitors.com
8 Oct 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 Two-Year Sustainability Fixed Int. Trust AUD Class
Inception date: December 2005 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.25%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional World Allocation 70/30 Trust
Inception date: June 1999 Minimum initial investment: AU$25,000
Strategy: Multi Strategy Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.41%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional World Allocation 30/70 Trust
Inception date: December 2018 Minimum initial investment: AU$25,000
Strategy: Multi Strategy Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.37%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional World Allocation 50/50 Trust
Inception date: July 2013 Minimum initial investment: AU$25,000
Strategy: Multi Strategy Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.40%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Sustainability World Allocation 70/30 Trust
Inception date: January 2020 Minimum initial investment: AU$25,000
Strategy: Multi Strategy Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.41%
Investor type: Wholesale & Retail Performance fee: Nil
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Magellan Core Global Fund
Inception date: December 2020 Minimum initial investment: AU$10,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.51%
Investor type: Wholesale & Retail Performance fee: Nil
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