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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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| PURE Income and Growth Fund |
Inception date: December 2018
Strategy: Credit
Geographic mandate: Australia/NZ
Investor type: Wholesale |
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Minimum initial investment: AU$250,000
Distributions: Quarterly
Management fee: 1.6%
Performance fee: 20% |
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| Spheria Global Micro Cap Fund |
Inception date: March 2019
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.35%
Performance fee: 20% |
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| Marcus Today Equity Income SMA |
Inception date: December 2016
Strategy: Equity Income
Geographic mandate: Australia
Investor type: Retail |
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Minimum initial investment: AU$50,000
Distributions: N/A
Management fee: 0.75%
Performance fee: 10% |
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| Marcus Today Growth SMA |
Inception date: December 2016
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Retail |
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Minimum initial investment: AU$50,000
Distributions: N/A
Management fee: 0.75%
Performance fee: 10% |
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| Revolution Private Debt Fund II |
Inception date: December 2019
Strategy: Credit
Geographic mandate: Australia/NZ
Investor type: Wholesale |
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Minimum initial investment: AU$1,000,000
Distributions: Quarterly
Management fee: 0.65%
Performance fee: Nil |
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| Antipodes Global Fund - Long Only |
Inception date: July 2015
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.2%
Performance fee: 15% |
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