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Printed: 24 July 2024 8:10 PM

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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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