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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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Equitable Investors Dragonfly Fund
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Inception date: September 2017
Strategy: Equity Long
Geographic mandate: Australia
Investor type: Wholesale |
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Minimum initial investment: AU$50,000
Distributions: Annually
Management fee: 1.5%
Performance fee: 20% |
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Franklin Australian Absolute Return Bond Fund
Inception date: December 2014
Strategy: Fixed Income
Geographic mandate: Australia/Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: Monthly
Management fee: 0.5%
Performance fee: Nil |
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Franklin Global Growth Fund
Inception date: October 2008
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$25,000
Distributions: 6 Monthly
Management fee: 0.9%
Performance fee: Nil |
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Legg Mason Brandywine Global Income Optimiser Fund
Inception date: May 2017
Strategy: Fixed Income
Geographic mandate: Australia
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$30,000
Distributions: Quarterly
Management fee: 0.65%
Performance fee: Nil |
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Legg Mason Western Asset Australian Bond Fund
Inception date: October 2018
Strategy: Fixed Income
Geographic mandate: Australia/NZ
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$30,000
Distributions: Monthly
Management fee: 0.42%
Performance fee: Nil |
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Loomis Sayles Global Equity Fund
Inception date: November 2018
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale & Retail |
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Minimum initial investment: AU$50,000
Distributions: Annually
Management fee: 1.23%
Performance fee: Nil |
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Longlead Pan-Asian Absolute Return Fund
Inception date: December 2020
Strategy: Equity Long/Short
Geographic mandate: Asia Pacific
Investor type: Wholesale |
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Minimum initial investment: AU$100,000
Distributions: Yes, see IM
Management fee: 2%
Performance fee: 20% |
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Mirova Global Sustainable Equity Fund
Inception date: November 2020
Strategy: Equity Long
Geographic mandate: Global
Investor type: Wholesale |
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Min. initial investment: AU$10,000,000
Distributions: Annually
Management fee: 0.7%
Performance fee: Nil |
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