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4 Dec 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. 


       
Betashares Australian Small Companies Select Fund        
Inception date:   April 2017 Minimum initial investment:   AU$0
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.39%
Investor type:   Retail Performance fee:   15.50%
       
View Profile        

       
Perpetual ESG Credit Income Fund        
Inception date:   June 2018 Minimum initial investment:   AU$25,000
Strategy:   Credit Distributions:   Quarterly
Geographic mandate:   Australia Management fee:   0.59%
Investor type:   Wholesale Performance fee:   Nil
       
View Profile        
Perpetual Active Fixed Interest Fund - Class A        
Inception date:   February 2017 Minimum initial investment:   AU$25,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.40%
Investor type:   Retail Performance fee:   Nil
       
View Profile        
Perpetual Australian Share Fund        
Inception date:   February 1997 Minimum initial investment:   AU$25,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   0.99%
Investor type:   Retail Performance fee:   Nil
       

View Profile

     
Perpetual Concentrated Equity Fund      
Inception date:   August 1999 Minimum initial investment:   AU$25,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia Management fee:   1.10%
Investor type:   Retail Performance fee:   Nil
     
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Perpetual Geared Australian Share Fund      
Inception date:   March 2003 Minimum initial investment:   AU$25,000
Strategy:   Equity Long Distributions:   6 Monthly
Geographic mandate:   Australia/Global Management fee:   1.17%
Investor type:   Retail Performance fee:   Nil
     
View Profile      
Perpetual Conservative Growth Fund      
Inception date:   September 2003 Minimum initial investment:   AU$25,000
Strategy:   Global Diversified Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.90%
Investor type:   Retail Performance fee:   Nil
     
View Profile      

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