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Fund Monitors Pty Ltd
www.fundmonitors.com
13 Mar 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.
JPMorgan Global Research Enhanced Index Equity Active ETF (Managed Fund) (Hedged)
Inception date: November 2023 Minimum initial investment: AU$0
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 0.30%
Investor type: Retail Performance fee: Nil
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JPMorgan Income Active ETF (Managed Fund) (Hedged)
Inception date: July 2023 Minimum initial investment: AU$0
Strategy: Fixed Income Distributions: Monthly
Geographic mandate: Global Management fee: 0.50%
Investor type: Retail Performance fee: Nil
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JPMorgan Sustainable Infrastructure Active ETF (Managed Fund)
Inception date: December 2022 Minimum initial investment: AU$0
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 0.55%
Investor type: Retail Performance fee: Nil
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JPMorgan Climate Change Solutions Fund - Class A Units
Inception date: November 2022 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: Annually
Geographic mandate: Global Management fee: 0.55%
Investor type: Retail Performance fee: Nil
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JPMorgan Global Bond Fund - Class A Units
Inception date: June 2022 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Quarterly
Geographic mandate: Global Management fee: 0.45%
Investor type: Retail Performance fee: Nil
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JPMorgan Global Macro Opportunities Fund - Class A Units
Inception date: May 2016 Minimum initial investment: AU$25,000
Strategy: Global Diversified Distributions: Annually
Geographic mandate: Global Management fee: 0.80%
Investor type: Retail Performance fee: Nil
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