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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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Fidelity Asia Fund
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Inception date: September 2005
Strategy: Equity Long
Geographic mandate: Asia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.15%
Performance fee: Nil |
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Fidelity China Fund
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Inception date: September 2005
Strategy: Equity Long
Geographic mandate: China
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.2%
Performance fee: Nil |
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Fideilty Future Leaders Fund
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Inception date: July 2013
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Quarterly
Management fee: 1.2%
Performance fee: Nil |
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Fidelity Global Emerging Markets Fund
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Inception date: December 2013
Strategy: Equity Long
Geographic mandate: Emerging Markets
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 0.99%
Performance fee: Nil |
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Fidelity India Fund
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Inception date: September 2005
Strategy: Equity Long
Geographic mandate: India
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.2%
Performance fee: Nil |
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Trillium ESG Global Equity Fund
Inception date: August 2020
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale |
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Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 0.89%
Performance fee: Nil |
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Trillium Global Sustainable Opportunities Fund
Inception date: August 2020
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale |
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Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 0.99%
Performance fee: Nil |
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Perpetual Global Innovation Share Fund
Inception date: June 2017
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale |
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Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 0.99%
Performance fee: 20% |
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Artesian Green & Sustainable Bond Fund
Inception date: September 2020
Strategy: Fixed Income
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Quarterly
Management fee: 0.5%
Performance fee: Nil |
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