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Printed: 13 October 2024 2:50 PM
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
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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
View Profile
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
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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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