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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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Vertium Equity Income Fund
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Inception date: April 2017
Strategy: Equity Income
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$20,000
Distributions: Quarterly
Management fee: 0.97%
Performance fee: Nil |
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Laureola Investment Fund
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Inception date: May 2013
Strategy: Life Settlements
Geographic mandate: U.S.A.
Investor type: Wholesale |
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Minimum initial investment: AU$100,000
Distributions: N/A
Management fee: 2%
Performance fee: 20% |
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| CC Jamieson Coote Bonds Global Bond Fund (Class A - Hedged) |
Inception date: February 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: 0.59%
Performance fee: Nil |
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| CC Jamieson Coote Bonds Global Bond Fund (Class B - Unhedged) |
Inception date: February 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: 0.59%
Performance fee: Nil |
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| View Profile |
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