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Printed: 08 December 2022 12:53 AM

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21 Feb 2022 - 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. 


 
CAI Global Market Neutral Fund  
Inception date:   November 2019 Minimum initial investment:   AU$20,000
Strategy:   Equity Market Neutral Distributions:   Annually
Geographic mandate:   Global Management fee:   1.35%
Investor type:   Wholesale & Retail Performance fee:   20.00%

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Investors Mutual All Industrials Share Fund
Inception date:   May 2002 Minimum initial investment:   AU$50,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.99%
Investor type:   Wholesale & Retail Performance fee:   Nil

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Investors Mutual Australian Smaller Companies Fund
Inception date:   June 1998 Minimum initial investment:   AU$50,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.99%
Investor type:   Wholesale & Retail Performance fee:   Nil
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Investors Mutual Concentrated Australian Share Fund
Inception date:   September 2010 Minimum initial investment:   AU$50,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.99%
Investor type:   Wholesale & Retail Performance fee:   10.25%
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Investors Mutual Future Leaders Fund
Inception date:   May 2002 Minimum initial investment:   AU$50,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.99%
Investor type:   Wholesale & Retail Performance fee:   15.38%
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Investors Mutual Private Portfolio Fund
Inception date:   July 2018 Minimum initial investment:   AU$50,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.99%
Investor type:   Wholesale & Retail Performance fee:   10.25%
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Investors Mutual Small Cap Fund
Inception date:   February 2007 Minimum initial investment:   AU$50,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   1.15%
Investor type:   Wholesale & Retail Performance fee:   10.25%
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Polen Capital Global Small and Mid Cap Fund
Inception date:   April 2019 Minimum initial investment:   AU$
Strategy:   Private Equity Distributions:   6 Monthly
Geographic mandate:   Global Management fee:   1.25%
Investor type:   Wholesale & Retail Performance fee:   20.00%
View Profile

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