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Fund Monitors Pty Ltd
www.fundmonitors.com
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
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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
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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%
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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
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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
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