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Fund Monitors Pty Ltd
www.fundmonitors.com
22 Oct 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 Global Real Estate Trust Unhedged Class
Inception date: October 2007 Minimum initial investment: AU$25,000
Strategy: Real Estate Distributions: Quarterly
Geographic mandate: Global Management fee: 0.37%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Global Small Company Trust - Active ETF
Inception date: August 2000 Minimum initial investment: AU$0
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.65%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Global Sustainability Trust AUD Hedged Class
Inception date: May 2016 Minimum initial investment: AU$25,000
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.36%
Investor type: Wholesale & Retail Performance fee: Nil
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Dimensional Global Sustainability Trust Unhedged Class
Inception date: May 2016
Minimum initial investment: AU$25,000
Strategy: Equity Long
Distributions: 6 Monthly
Geographic mandate: Global
Management fee: 0.36%
Investor type: Wholesale & Retail
Performance fee: Nil
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Dimensional Global Value Trust - Active ETF
Inception date: August 1999 Minimum initial investment: AU$0
Strategy: Equity Long Distributions: 6 Monthly
Geographic mandate: Global Management fee: 0.46%
Investor type: Wholesale & Retail Performance fee: Nil
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Realm Short Term Income Fund
Inception date: December 2017 Minimum initial investment: AU$25,000
Strategy: Fixed Income Distributions: Monthly
Geographic mandate: Australia/NZ Management fee: 0.31%
Investor type: Wholesale & Retail Performance fee: Nil
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