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Printed: 13 October 2024 3:31 PM

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30 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 Equity Trust - Active ETF            
Inception date:   July 2006 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 Five-Year Diversified Fixed Int. Trust AUD Class            
Inception date:   September 2001 Minimum initial investment:   AU$25,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Global Management fee:   0.28%
Investor type:   Wholesale & Retail Performance fee:   Nil
           
View Profile            
Dimensional Global Bond Sustainability Trust AUD Class            
Inception date:   April 2018 Minimum initial investment:   AU$25,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Global Management fee:   0.35%
Investor type:   Wholesale & Retail Performance fee:   Nil
           

View Profile

         
Dimensional Global Bond Trust AUD Class          
Inception date:   November 2011 Minimum initial investment:   AU$25,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Global Management fee:   0.35%
Investor type:   Wholesale & Retail Performance fee:   Nil
         

View Profile

         
Dimensional Short Term Fixed Interest Trust          
Inception date:   June 1999 Minimum initial investment:   AU$25,000
Strategy:   Fixed Income Distributions:   Quarterly
Geographic mandate:   Global Management fee:  0.19%
Investor type:   Wholesale & Retail Performance fee:   Nil
         
View Profile          

         
Solaris Australian Equity Income Fund          
Inception date:   December 2016 Minimum initial investment:   AU$30,000
Strategy:   Equity Income Distributions:   Quarterly
Geographic mandate:   Australia Management fee:   0.90%
Investor type:   Wholesale & Retail Performance fee:   Nil
         
View Profile          

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