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Printed: 24 April 2024 11:08 PM

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6 Jun 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. 


 
Milford Conservative Fund  
Inception date:   September 2015 Minimum initial investment:   NZD1,000
Strategy:   Global Diversified Distributions:   Quarterly
Geographic mandate:   Global Management fee:   0.95%
Investor type:   Retail Performance fee:   Nil
 

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Milford Trans Tasman Equity Fund

Inception date:   October 2007 Minimum initial investment:   NZD1,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia/NZ Management fee:   1.05%
Investor type:   Retail Performance fee:   15.00%

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Ruffer Total Return International - Australia Fund

Inception date:   December 2020 Minimum initial investment:   AU$20,000
Strategy:   Global Diversified Distributions:   Annually
Geographic mandate:   Global Management fee:   0.90%
Investor type:   Wholesale & Retail Performance fee:   Nil

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GAM LSA Private Shares AU Fund
Inception date:   March 2022 Minimum initial investment:   AU$20,000
Strategy:   Private Equity Distributions:   Annually
Geographic mandate:   Global Management fee:   1.90%
Investor type:   Retail Performance fee:   Nil
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Tectonic Opportunities Fund
Inception date:   July 2020 Minimum initial investment:   AU$100,000
Strategy:   Equity Long/Short Distributions:   Annually
Geographic mandate:   Australia/Global Management fee:   Nil
Investor type:   Wholesale Performance fee:   25.00%

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Inception date:   April 2016 Minimum initial investment:   AU$50,000
Strategy:   Credit Distributions:   Monthly
Geographic mandate:   Australia Management fee:   0.50%
Investor type:   Wholesale Performance fee:   10.00%
View Profile

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