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New Funds on Fundmonitors.com
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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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| Alphinity Global Equity Fund |
| Inception date: |
December 2015 |
Minimum initial investment: |
AU$10,000 |
| Strategy: |
Equity Long |
Distributions: |
Annually |
| Geographic mandate: |
Global |
Management fee: |
1.00% |
| Investor type: |
Wholesale & Retail |
Performance fee: |
10.00% |
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| Whitehelm Low Carbon Core Infrastructure Fund |
| Inception date: |
August 2019 |
Minimum initial investment: |
AU$10,000 |
| Strategy: |
Infrastructure |
Distributions: |
Quarterly |
| Geographic mandate: |
Global |
Management fee: |
0.75% |
| Investor type: |
Wholesale & Retail |
Performance fee: |
Nil |
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| NovaPort Microcap Fund |
| Inception date: |
March 2005 |
Minimum initial investment: |
AU$10,000 |
| Strategy: |
Equity Long/Short |
Distributions: |
Quarterly |
| Geographic mandate: |
Australia |
Management fee: |
1.50% |
| Investor type: |
Wholesale & Retail |
Performance fee: |
20.00% |
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| PIMCO Australian Bond Fund |
| Inception date: |
April 2004 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Fixed Income |
Distributions: |
Quarterly |
| Geographic mandate: |
Australia/Global |
Management fee: |
0.50% |
| Investor type: |
Wholesale |
Performance fee: |
Nil |
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| PIMCO Australian Short-Term Bond Fund |
| Inception date: |
February 2009 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Fixed Income |
Distributions: |
Quarterly |
| Geographic mandate: |
Australia/Global |
Management fee: |
0.50% |
| Investor type: |
Wholesale |
Performance fee: |
Nil |
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| PIMCO Capital Securities Fund |
| Inception date: |
August 2015 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Fixed Income |
Distributions: |
Quarterly |
| Geographic mandate: |
Global |
Management fee: |
0.94% |
| Investor type: |
Wholesale |
Performance fee: |
Nil |
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| PIMCO Dynamic Bond Fund |
| Inception date: |
March 2014 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Fixed Income |
Distributions: |
Quarterly |
| Geographic mandate: |
Global |
Management fee: |
0.95% |
| Investor type: |
Wholesale |
Performance fee: |
Nil |
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| PIMCO ESG Global Bond Fund |
| Inception date: |
March 2017 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Fixed Income |
Distributions: |
Quarterly |
| Geographic mandate: |
Global |
Management fee: |
0.69% |
| Investor type: |
Wholesale |
Performance fee: |
Nil |
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| PIMCO Income Fund |
| Inception date: |
October 2015 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Fixed Income |
Distributions: |
Monthly |
| Geographic mandate: |
Global |
Management fee: |
0.78% |
| Investor type: |
Wholesale |
Performance fee: |
Nil |
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| PIMCO TRENDS Managed Futures Strategy Fund |
| Inception date: |
December 2018 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Managed Futures |
Distributions: |
Annually |
| Geographic mandate: |
Global |
Management fee: |
1.50% |
| Investor type: |
Wholesale |
Performance fee: |
Nil |
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| View Profile |
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