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Printed: 08 December 2024 5:19 PM
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%
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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
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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
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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
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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
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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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