Fund Monitors Pty Ltd

www.fundmonitors.com
© Copyright 2022
Printed: 05 July 2022 10:55 PM

News

15 Sep 2021 - New Funds on Fundmonitors.com
By: Australian Fund Monitors

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.


AB Managed Volatility Equities Fund (Managed Fund) - MVE Class

Inception date:   April 2014 Minimum initial investment:   AU$50,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.55%
Investor type:   Wholesale & Retail Performance fee:   Nil

View Profile


Aberdeen Standard Global Corporate Bond Fund
Inception date:   February 2015 Minimum initial investment:   AU$20,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.50%
Investor type:   Wholesale & Retail Performance fee:   Nil
View Profile

Alium Market Neutral Fund
Inception date:   May 2017 Minimum initial investment:   AU$250,000
Strategy:   Equity Market Neutral Distributions:   Annually
Geographic mandate:   Australia/Global Management fee:   2.00%
Investor type:   Wholesale Performance fee:   20.00%
View Profile

CI Global Equities Fund (Hedged)
Inception date:   December 2004 Minimum initial investment:   AU$20,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Global Management fee:   1.20%
Investor type:   Retail Performance fee:   10.00%
View Profile

Merlon Concentrated Australian Share Fund
Inception date:   February 2018 Minimum initial investment:   AU$10,000
Strategy:   Equity Long Distributions:   Quarterly
Geographic mandate:   Australia Management fee:   0.52%
Investor type:   Wholesale & Retail Performance fee:   20.00%
View Profile

Schroder Fixed Income Fund (Wholesale Class)
Inception date:   February 2004 Minimum initial investment:   AU$20,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.45%
Investor type:   Wholesale & Retail Performance fee:   Nil
View Profile

Orbis Global Balanced Fund
Inception date:   February 2017 Minimum initial investment:   AU$10,000
Strategy:   Global Macro Distributions:   Annually
Geographic mandate:   Global Management fee:   1.00%
Investor type:   Retail Performance fee:   25.00%
View Profile

Orbis Global Equity Fund

Inception date:   June 2005 Minimum initial investment:   AU$10,000
Strategy:   Equity Long Distributions:   Annually
Geographic mandate:   Global Management fee:   1.00%
Investor type:   Retail Performance fee:   25.00%
View Profile

Want to see more funds?

Subscribe for full access to these funds and over 600 others

 

Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476

Email: [email protected]