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| CAI Global Market Neutral Fund |
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| 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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