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Printed: 08 December 2024 11:32 AM
5 Sep 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.
Pendal MicroCap Opportunities Fund
Inception date:
March 2006
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Annually
Geographic mandate:
Australia/NZ
Management fee:
1.20%
Investor type:
Wholesale & Retail
Performance fee:
20.00%
View Profile
Pendal Global Select Fund - Class R
Inception date:
July 2021
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Annually
Geographic mandate:
Global
Management fee:
0.90%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Pendal Sustainable Australian Fixed Interest Fund - Class R
Inception date:
August 2016
Minimum initial investment:
AU$25,000
Strategy:
Fixed Income
Distributions:
Quarterly
Geographic mandate:
Australia/NZ
Management fee:
0.40%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Pendal Focus Australian Share Fund
Inception date:
April 2005
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
6 Monthly
Geographic mandate:
Australia/NZ
Management fee:
0.75%
Investor type:
Wholesale & Retail
Performance fee:
20.00%
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Pendal Horizon Sustainable Australian Share Fund
Inception date:
May 2001
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Quarterly
Geographic mandate:
Australia/NZ
Management fee:
0.95%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Regnan Global Equity Impact Solutions Fund - Class R
Inception date:
November 2020
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Annually
Geographic mandate:
Global
Management fee:
0.90%
Investor type:
Wholesale & Retail
Performance fee:
Nil
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Regnan Credit Impact Trust Fund
Inception date:
January 2020
Minimum initial investment:
AU$25,000
Strategy:
Credit
Distributions:
Quarterly
Geographic mandate:
Australia/NZ
Management fee:
0.50%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
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