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Printed: 05 October 2022 5:25 PM

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05 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%
     

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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
   
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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
   

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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
   
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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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