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Fund Monitors Pty Ltd
www.fundmonitors.com
22 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.
Antares Dividend Builder Fund
Inception date: September 2005 Minimum initial investment: AU$20,000
Strategy: Equity Income Distributions: Quarterly
Geographic mandate: Australia Management fee: 0.60%
Investor type: Retail Performance fee: Nil
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Antares Elite Opportunities Fund
Inception date: November 2002 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: Quarterly
Geographic mandate: Australia Management fee: 0.70%
Investor type: Retail Performance fee: Nil
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Antares Ex-20 Australian Equities Fund
Inception date: October 2019 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Australia Management fee: 0.85%
Investor type: Retail Performance fee: 15.00%
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Antares Elite Opportunities Fund
Inception date: November 2013 Minimum initial investment: AU$20,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Australia/Global Management fee: 0.29%
Investor type: Retail Performance fee: Nil
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Schroder Absolute Return Income Fund (Wholesale Class)
Inception date: August 2002 Minimum initial investment: AU$20,000
Strategy: Fixed Income Distributions: Monthly
Geographic mandate: Australia/Global Management fee: 0.55%
Investor type: Wholesale Performance fee: Nil
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Munro Global Growth Small & Mid Cap Fund
Inception date: October 2023 Minimum initial investment: AU$10,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 1.10%
Investor type: Retail Performance fee: 15.00%
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VanEck Australian Equal Weight ETF
Inception date: March 2014 Minimum initial investment: AU$1
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Australia/Global Management fee: 0.35%
Investor type: Retail Performance fee: Nil
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