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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.
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| Inspire Australian Equities Fund |
Inception date: January 2017
Strategy: Equity Long
Geographic mandate: Australia/NZ
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$10,000
Distributions: Annually
Management fee: 1.39%
Performance fee: 20.5% |
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| Montgomery Lucent Small Companies Fund |
Inception date: September 2019
Strategy: Equity Long
Geographic mandate: Australia/NZ
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.23%
Performance fee: 17.94% |
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| Fairview Emerging Companies Fund |
Inception date: October 2008
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$20,000
Distributions: 6 Monthly
Management fee: 1.2%
Performance fee: 20.5% |
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| DNR Capital Australian Emerging Companies Fund |
Inception date: August 2018
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$20,000
Distributions: 6 Monthly
Management fee: 1.15%
Performance fee: 20.0% |
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| DNR Capital Australian Equities High Conviction Fund |
Inception date: June 2015
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$20,000
Distributions: 6 Monthly
Management fee: 0.9%
Performance fee: Nil |
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