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Printed: 13 October 2024 3:11 PM

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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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