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Printed: 13 October 2024 3:37 PM
15 Jan 2024 - 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.
T. Rowe Price Global Equity (Hedged) Fund - I Class
Inception date:
April 2016
Minimum initial investment:
AU$500K
Strategy:
Equity Long
Distributions:
Annually
Geographic mandate:
Global
Management fee:
0.87%
Investor type:
Wholesale
Performance fee:
Nil
View Profile
T. Rowe Price Dynamic Global Bond Fund S Class
Inception date:
January 2019
Minimum initial investment:
AU$50,000
Strategy:
Fixed Income
Distributions:
Quarterly
Geographic mandate:
Global
Management fee:
0.59%
Investor type:
Retail
Performance fee:
Nil
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T. Rowe Price Dynamic Global Bond Fund I Class
Inception date:
February 2014
Minimum initial investment:
AU$500K
Strategy:
Fixed Income
Distributions:
Quarterly
Geographic mandate:
Global
Management fee:
0.40%
Investor type:
Wholesale
Performance fee:
Nil
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Perpetual Balanced Growth Fund
Inception date:
October 1997
Minimum initial investment:
AU$25,000
Strategy:
Global Diversified
Distributions:
6 Monthly
Geographic mandate:
Australia/Global
Management fee:
1.04%
Investor type:
Retail
Performance fee:
Nil
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Perpetual ESG Real Return Fund
Inception date:
May 2021
Minimum initial investment:
AU$25,000
Strategy:
Global Diversified
Distributions:
Quarterly
Geographic mandate:
Australia/Global
Management fee:
0.85%
Investor type:
Retail
Performance fee:
Nil
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Perpetual Diversified Real Return Fund - Class Z
Inception date:
May 2018
Minimum initial investment:
AU$25,000
Strategy:
Global Diversified
Distributions:
Quarterly
Geographic mandate:
Australia/Global
Management fee:
0.35%
Investor type:
Retail
Performance fee:
10.00%
View Profile
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