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Printed: 13 October 2024 3:31 PM
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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