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Fund Monitors Pty Ltd
www.fundmonitors.com
8 Apr 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.
Schroder Multi-Asset Income Fund (Wholesale Class)
Inception date: May 2015 Minimum initial investment: AU$20,000
Strategy: Global Diversified Distributions: Monthly
Geographic mandate: Global Management fee: 0.62%
Investor type: Wholesale Performance fee: Nil
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Schroder Global Emerging Markets Fund (Wholesale Class)
Inception date: October 2006 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Emerging Markets Management fee: 1.00%
Investor type: Wholesale Performance fee: Nil
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Schroder Global Sustainable Equity Fund (Wholesale Class)
Inception date: December 2009 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.75%
Investor type: Wholesale Performance fee: Nil
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Schroder Sustainable Global Core Fund (Wholesale Class)
Inception date: October 2002 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.30%
Investor type: Wholesale Performance fee: Nil
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Schroder Global Recovery Fund (Wholesale Class)
Inception date: August 2017 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.98%
Investor type: Wholesale Performance fee: Nil
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Schroder Equity Opportunities Fund (Wholesale)
Inception date: November 2007 Minimum initial investment: AU$20,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Australia/NZ Management fee: 0.80%
Investor type: Wholesale Performance fee: 15.40%
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