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Fund Monitors Pty Ltd
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25 Apr 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.
Microequities Value Income Fund
Inception date: January 2019 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Australia Management fee: 1.30%
Investor type: Retail Performance fee: 20.50%
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Salt NZ Dividend Appreciation Fund
Inception date:
March 2021
Minimum initial investment:
AU$50,000
Strategy:
Energy Property
Distributions:
Quarterly
Geographic mandate:
USA
Management fee:
1.55%
Investor type:
Wholesale
Performance fee: Nil
View Profile
Salt Sustainable Global Shares Fund
Inception date: July 2021 Minimum initial investment: NZD5,000
Strategy: Equity Long Distributions: 6 Monthly
Geographicmandate: Australia/Global Management fee: 0.90%
Investor type: Retail Performance fee: Nil
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Salt Sustainable Income Fund
Inception date: June 2017 Minimum initial investment: AU$50,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 0.75%
Investor type: Wholesale Performance fee: Nil
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Morgan Stanley Global Sustain Fund
Inception date: January 2020 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Australia/Global Management fee: 1.18%
Investor type: Retail Performance fee: Nil
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