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6 Nov 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. 


     
Plato Global Alpha Fund      
Inception date:   September 2021 Minimum initial investment:   AU$15,000
Strategy:   Equity Long/Short Distributions:   6 Monthly
Geographic mandate:   Global Management fee:   0.99%
Investor type:   Retail Performance fee:   15.00%
     
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Regal Resources Royalties Fund      
Inception date:   August 2019 Minimum initial investment:   AU$100K
Strategy:   Equity Long/Short Distributions:   6 Monthly
Geographic mandate:   Australia/Global Management fee:   1.25%
Investor type:   Wholesale Performance fee:   20.00%
     
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Riparian Water Fund      
Inception date:   December 2019 Minimum initial investment:   AU$50,000
Strategy:   Agriculture Distributions:   Annually
Geographic mandate:   Australia Management fee:   1.50%
Investor type:   Wholesale Performance fee:   15.00%
     
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Perpetual ESG Australian Share Fund      
Inception date:   April 2002 Minimum initial investment:   AU$25,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia/Global Management fee:   1.18%
Investor type:   Wholesale & Retail Performance fee:   Nil
     

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Munro Climate Change Leaders Fund    
Inception date:   October 2021 Minimum initial investment:   AU$10,000
Strategy:   Equity Long Distributions:   Annually
Geographic mandate:   Global Management fee:   0.90%
Investor type:   Wholesale & Retail Performance fee:   Nil
   
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IML Sustainable Future Fund    
Inception date:   December 2022 Minimum initial investment:   AU$50,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia/NZ Management fee:   0.99%
Investor type:   Wholesale & Retail Performance fee:   Nil
   
View Profile    

   
Betashares Active Australian Hybrids Fund    
Inception date:   November 2017 Minimum initial investment:   AU$0
Strategy:   Fixed Income Distributions:   Monthly
Geographic mandate:   Australia Management fee:   0.45%
Investor type:   Retail Performance fee:   15.50%
   
View Profile    

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