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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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| 4D Emerging Markets Infrastructure Fund |
Inception date: August 2017
Strategy: Infrastructure
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.15%
Performance fee: 10.25% |
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| Longwave Australian Small Companies Fund |
Inception date: October 2019
Strategy: Equity Long
Geographic mandate: Australia/NZ
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 0.5%
Performance fee: Nil |
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| Hyperion Global Growth Companies Fund (Class B) |
Inception date: June 2014
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$20,000
Distributions: Quarterly
Management fee: 0.7%
Performance fee: 20% |
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| Hyperion Small Growth Companies Fund |
Inception date: February 1993
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$20,000
Distributions: Quarterly
Management fee: 1.25%
Performance fee: 15% |
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| Two Trees Global Macro Fund - Class A |
Inception date: November 2017
Strategy: Global Macro
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 1%
Performance fee: 20% |
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| Jamieson Coote Bonds Dynamic Alpha Fund |
Inception date: December 2019
Strategy: Fixed Income
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$100,000
Distributions: 6 Monthly
Management fee: 0.68%
Performance fee: Nil |
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