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Printed: 08 December 2024 6:08 PM
25 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.
Perpetual Smaller Companies Fund
Inception date:
October 1996
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
6 Monthly
Geographic mandate:
Australia
Management fee:
1.25%
Investor type:
Retail
Performance fee:
Nil
View Profile
Perpetual Strategic Capital Fund - Class A
Inception date:
November 2023
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
6 Monthly
Geographic mandate:
Australia/Global
Management fee:
0.90%
Investor type:
Retail
Performance fee:
25.00%
View Profile
Altius Sustainable Bond Fund
Inception date:
November 2014
Minimum initial investment:
AU$5,000
Strategy:
Fixed Income
Distributions:
Quarterly
Geographic mandate:
Australia/Global
Management fee:
0.37%
Investor type:
Retail
Performance fee:
Nil
View Profile
GCQ Flagship Fund (Class P)
Inception date:
July 2022
Minimum initial investment:
AU$50,000
Strategy:
Equity Long/Short
Distributions:
6 Monthly
Geographic mandate:
Global
Management fee:
1.25%
Investor type:
Wholesale & Retail
Performance fee:
15.00%
View Profile
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