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Printed: 31 October 2024 5:39 AM
28 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 Sustainability World Equity Trust
Inception date:
June 2022
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
6 Monthly
Geographic mandate:
Global
Management fee:
0.42%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Dimensional World Equity Trust
Inception date:
July 2013
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
6 Monthly
Geographic mandate:
Global
Management fee:
0.42%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
TAMIM Australia All Cap
Inception date:
October 2019
Minimum initial investment:
AU$100,000
Strategy:
Equity Long
Distributions:
Annually
Geographic mandate:
Australia
Management fee:
1.25%
Investor type:
Wholesale
Performance fee:
20.00%
View Profile
EQT Nexus Fund (AUD)
Inception date:
September 2023
Minimum initial investment:
AU$500,000
Strategy:
Multi Strategy
Distributions:
Annually
Geographic mandate:
Global
Management fee:
0.20%
Investor type:
Wholesale
Performance fee:
Nil
View Profile
Realm Strategic Income Fund
Inception date:
February 2020
Minimum initial investment:
AU$5,000
Strategy:
Fixed Income
Distributions:
Quarterly
Geographic mandate:
Australia/NZ
Management fee:
0.99%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
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