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Printed: 13 October 2024 3:11 PM
23 Sep 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.
Dimensional Australian Core Imputation Trust
Inception date:
July 2014
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Quarterly
Geographic mandate:
Australia
Management fee:
0.28%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Dimensional Australian Large Company Trust
Inception date:
September 2000
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Quarterly
Geographic mandate:
Australia/Global
Management fee:
0.16%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Dimensional Australian Small Company Trust
Inception date:
October 2020
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Quarterly
Geographic mandate:
Australia
Management fee:
0.61%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Dimensional Australian Sustainability Trust
Inception date:
December 2018
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Quarterly
Geographic mandate:
Australia
Management fee:
0.28%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Dimensional Australian Value Trust
Inception date:
June 1999
Minimum initial investment:
AU$25,000
Strategy:
Equity Long
Distributions:
Quarterly
Geographic mandate:
Australia
Management fee:
0.34%
Investor type:
Wholesale & Retail
Performance fee:
Nil
View Profile
Artisan Credit Opportunities Fund
Inception date:
November 2022
Minimum initial investment:
AU$100K
Strategy:
Credit
Distributions:
Quarterly
Geographic mandate:
Global
Management fee:
1.00%
Investor type:
Wholesale
Performance fee:
15.38%
View Profile
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