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Fund Monitors Pty Ltd
www.fundmonitors.com
15 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 Global Core Equity Trust (AUD Hedged Class) - Active ETF
Inception date: December 2008 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.36%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Global Core Equity Trust (Unhedged Class) - Active ETF
Inception date: December 2006 Minimum initial investment: AU$0
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.36%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Emerging Markets Sustainability Trust
Inception date: July 2021 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.60%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Emerging Markets Value Trust
Inception date: September 2000 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Quarterly
Geographic mandate: Emerging Markets Management fee: 0.72%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Global Large Company Trust
Inception date: August 2000 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.24%
Investor type: Wholesale & Retail Performance fee: Nil
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Vanguard Balanced Index Fund
Inception date: November 2002 Minimum initial investment: AU$500,000
Strategy: Multi Strategy Distributions: Quarterly
Geographic mandate: Global Management fee: 0.29%
Investor type: Wholesale Performance fee: Nil
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