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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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Wunala Capital Emerging Opportunities Fund
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Inception date: October 2020
Strategy: Equity Long
Geographic mandate: Australia/Global
Investor type: Wholesale |
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Minimum initial investment: AU$100,000
Distributions: Annually
Management fee: 1.5%
Performance fee: 20% |
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Warakirri Concentrated Australian Equities Fund
Inception date: April 1996
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Quarterly
Management fee: 0.82%
Performance fee: 20.5% |
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Warakirri Ethical Australian Equities Fund
Inception date: June 1993
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Quarterly
Management fee: 0.77%
Performance fee: Nil |
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Warakirri Ethical Global Equities Fund
Inception date: November 2016
Strategy: Equity Long
Geographic mandate: Australia/Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 1.03%
Performance fee: 10.3% |
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Warakirri Global Emerging Markets Fund
Inception date: July 2020
Strategy: Equity Long
Geographic mandate: Emerging Markets
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 1.23%
Performance fee: 20.5% |
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Trineta Emerging Markets Growth Trust
Inception date: January 2019
Strategy: Equity Long
Geographic mandate: Emerging Markets
Investor type: Wholesale |
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Minimum initial investment: AU$25,000
Distributions: Annually
Management fee: 1.25%
Performance fee: Nil |
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Pzena Emerging Markets Value Fund
Inception date: October 2016
Strategy: Equity Long
Geographic mandate: Emerging Markets
Investor type: Wholesale |
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Minimum initial investment: AU$5,000,000
Distributions: Annually
Management fee: 0.95%
Performance fee: Nil |
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Pzena Global Focused Value Fund (Wholesale)
Inception date: January 2020
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$1,000,000
Distributions: Annually
Management fee: 0.9%
Performance fee: Nil |
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Apostle Dundas Global Equity Fund
Inception date: August 2012
Strategy: Equity Long
Geographic mandate: Global
Investor type: Retail |
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Minimum initial investment: AU$5,000
Distributions: 6 Monthly
Management fee: 0.9%
Performance fee: Nil |
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Coaster Capital Horizon Fund
Inception date: December 2020
Strategy: Equity Long/Short
Geographic mandate: Global
Investor type: Wholesale |
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Minimum initial investment: AU$50,000
Distributions: Annually
Management fee: 1.5%
Performance fee: 15% |
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