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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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Lumenary Global Founders Fund
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Inception date: July 2017
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale |
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Minimum initial investment: AU$200,000
Distributions: Annually
Management fee: 1.2%
Performance fee: 16.5% |
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Melior Australian Impact Fund
Inception date: July 2019
Strategy: Equity Long
Geographic mandate: Australia/NZ
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$50,000
Distributions: Annually
Management fee: 1.45%
Performance fee: Nil |
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Metrics Credit Partners Credit Trust
Inception date: December 2018
Strategy: Private Debt
Geographic mandate: Australia
Investor type: Wholesale |
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Minimum initial investment: AU$50,000
Distributions: Quarterly
Management fee: 1%
Performance fee: 15% |
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Metrics Credit Partners Direct Income Fund
Inception date: July 2020
Strategy: Credit
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$1,000
Distributions: Monthly
Management fee: 0.21%
Performance fee: Nil |
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Freehold Australian Property Fund
Inception date: February 2015
Strategy: Real Estate
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$10,000
Distributions: Quarterly
Management fee: 1.015%
Performance fee: 16.5% |
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Freehold A-REITs and Listed Infrastructure Fund
Inception date: August 2013
Strategy: Real Estate
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$10,000
Distributions: 6 Monthly
Management fee: 0.8%
Performance fee: Nil |
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Freehold Debt Income Fund
Inception date: September 2019
Strategy: Credit
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$100,000
Distributions: Bi-Monthly
Management fee: 1.75%
Performance fee: 10% |
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Artisan Global Discovery Fund
Inception date: June 2020
Strategy: Equity Long
Geographic mandate: Global
Investor type: Retail |
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Minimum initial investment: AU$20,000
Distributions: Annually
Management fee: 0.7%
Performance fee: 15.375% |
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Lucerne Alternative Investments Fund (Fee Class 1)
Inception date: December 2017
Strategy: Multi Strategy
Geographic mandate: Australia/Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$50,000
Distributions: 6 Monthly
Management fee: 1.15%
Performance fee: Nil |
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Lucerne Alternative Investments Fund (Fee Class 2)
Inception date: December 2017
Strategy: Multi Strategy
Geographic mandate: Australia/Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$50,000
Distributions: 6 Monthly
Management fee: 0.4%
Performance fee: 12% |
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