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11 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. 


       
DNR Capital Australian Equities Income Fund        
Inception date:   March 2020 Minimum initial investment:   AU$20,000
Strategy:   Equity Long Distributions:   Monthly
Geographic mandate:   Australia Management fee:   0.90%
Investor type:   Retail Performance fee:   Nil
       
View Profile        

       
Perpetual Diversified Income Fund - Class A        
Inception date:   October 2005 Minimum initial investment:   AU$25,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.59%
Investor type:   Retail Performance fee:   Nil
       
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Perpetual Dynamic Fixed Income Fund        
Inception date:   November 2010 Minimum initial investment:   AU$25,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.45%
Investor type:   Retail Performance fee:   Nil
       
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Perpetual High Grade Floating Rate Fund - Class R        
Inception date:   March 2011 Minimum initial investment:   AU$25,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.30%
Investor type:   Retail Performance fee:    Nil
       

View Profile

     
Perpetual Income Share Fund      
Inception date:   December 1995 Minimum initial investment:   AU$25,000
Strategy:   Equity Income Distributions:   Quarterly
Geographic mandate:   Australia Management fee:   0.99%
Investor type:   Retail Performance fee:   Nil
     
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Perpetual Diversified Growth Fund      
Inception date:   October 2001 Minimum initial investment:   AU$25,000
Strategy:   Global Diversified Distributions:   Quarterly
Geographic mandate:   Australia/Global Management fee:   0.96%
Investor type:   Retail Performance fee:   Nil
     
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Prime Value Enhanced Income Fund      
Inception date:   June 2014 Minimum initial investment:   AU$50,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Australia Management fee:   0.60%
Investor type:   Retail Performance fee:   Nil
     
View Profile      

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