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11 Apr 2023 - New Funds on Fundmonitors.com

By: FundMonitors.com

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. 


     
Ellerston Australian Share Fund      
Inception date:   April 2009 Minimum initial investment:   AU$10,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.90%
Investor type:   Retail Performance fee:   15.00%
     

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Ellerston Equity Income KIS Fund
   
Inception date:   May 2019 Minimum initial investment:   AU$10,000
Strategy:   Equity Market Neutral Distributions:   Quarterly
Geographic mandate:   Australia Management fee:   0.70%
Investor type:   Wholesale Performance fee:   10.00%
   
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Ellerston JAADE Australian Private Assets Fund (Retail)
   
Inception date:   September 2019 Minimum initial investment:   AU$25,000
Strategy:   Private Equity Distributions:   Annually
Geographic mandate:   Australia Management fee:   1.75%
Investor type:   Retail Performance fee:   20.00%
   
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Ellerston JAADE Australian Private Assets Fund (Wholesale)
   
Inception date:   December 2018 Minimum initial investment:   AU$100,000
Strategy:   Private Equity Distributions:   -
Geographic mandate:   Australia Management fee:   1.40%
Investor type:   Wholesale Performance fee:   17.50%
   
View Profile    

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