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Fund Monitors Pty Ltd
www.fundmonitors.com
30 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.
WaveStone Australian Share Fund
Inception date: February 2014 Minimum initial investment: AU$10,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Australia Management fee: 0.97%
Investor type: Wholesale & Retail Performance fee: Nil
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Polen Capital Global Growth Fund Class A
Inception date: March 2021 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 1.20%
Investor type: Retail Performance fee: 15.05%
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Polen Capital Global Growth Fund Class B
Inception date: March 2021 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 0.90%
Investor type: Wholesale Performance fee: 15.05%
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India Avenue Equity Fund - L Class
Inception date: April 2021 Minimum initial investment: AU$500,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: India Management fee: 0.95%
Investor type: Wholesale Performance fee: 15.00%
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Anacacia Capital Wattle Fund
Inception date: February 2015 Minimum initial investment: AU$500,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Australia Management fee: 1.50%
Investor type: Wholesale Performance fee: 20.00%
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CFS - Baillie Gifford Long Term Global Growth Fund
Inception date: October 2018 Minimum initial investment: AU$0*
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 1.07%
Investor type: Wholesale Performance fee: Nil
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CFS - Baillie Gifford Long Term Global Growth Fund (Class A)
Inception date: October 2018 Minimum initial investment: AU$0*
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.96%
Investor type: Wholesale & Retail Performance fee: Nil
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*No minimum for the investment option, however minimum to open a FirstChoice WS Investment account is $5000
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