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Printed: 07 July 2022 9:30 PM

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02 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. 


Alphinity Global Equity Fund
Inception date:   December 2015 Minimum initial investment:   AU$10,000
Strategy:   Equity Long Distributions:   Annually
Geographic mandate:   Global Management fee:   1.00%
Investor type:   Wholesale & Retail Performance fee:   10.00%

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Whitehelm Low Carbon Core Infrastructure Fund
Inception date:   August 2019 Minimum initial investment:   AU$10,000
Strategy:   Infrastructure Distributions:   Quarterly
Geographic mandate:   Global Management fee:   0.75%
Investor type:   Wholesale & Retail Performance fee:   Nil

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NovaPort Microcap Fund
Inception date:   March 2005 Minimum initial investment:   AU$10,000
Strategy:   Equity Long/Short Distributions:   Quarterly
Geographic mandate:   Australia Management fee:   1.50%
Investor type:   Wholesale & Retail Performance fee:   20.00%
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PIMCO Australian Bond Fund
Inception date:   April 2004 Minimum initial investment:   AU$20,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.50%
Investor type:   Wholesale Performance fee:   Nil
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PIMCO Australian Short-Term Bond Fund
Inception date:   February 2009 Minimum initial investment:   AU$20,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.50%
Investor type:   Wholesale Performance fee:   Nil
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PIMCO Capital Securities Fund
Inception date:   August 2015 Minimum initial investment:   AU$20,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Global Management fee:   0.94%
Investor type:   Wholesale Performance fee:   Nil
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PIMCO Dynamic Bond Fund
Inception date:   March 2014 Minimum initial investment:   AU$20,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Global Management fee:   0.95%
Investor type:   Wholesale Performance fee:   Nil
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PIMCO ESG Global Bond Fund
Inception date:   March 2017 Minimum initial investment:   AU$20,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Global Management fee:   0.69%
Investor type:   Wholesale Performance fee:   Nil
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PIMCO Income Fund
Inception date:   October 2015 Minimum initial investment:   AU$20,000
Strategy:   Fixed Income Distributions:   Monthly
Geographic mandate:   Global Management fee:   0.78%
Investor type:   Wholesale Performance fee:   Nil
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PIMCO TRENDS Managed Futures Strategy Fund
Inception date:   December 2018 Minimum initial investment:   AU$20,000
Strategy:   Managed Futures Distributions:   Annually
Geographic mandate:   Global Management fee:   1.50%
Investor type:   Wholesale Performance fee:   Nil
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