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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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| WaveStone Australian Share Fund |
| Inception date: |
February 2014 |
Minimum initial investment: |
AU$10,000 |
| Strategy: |
Equity Long |
Distributions: |
6 Monthly |
| Geographic mandate: |
Australia |
Management fee: |
0.97% |
| Investor type: |
Wholesale & Retail |
Performance fee: |
Nil |
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| View Profile |
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| Polen Capital Global Growth Fund Class A |
| Inception date: |
March 2021 |
Minimum initial investment: |
AU$25,000 |
| Strategy: |
Equity Long |
Distributions: |
Annually |
| Geographic mandate: |
Global |
Management fee: |
1.20% |
| Investor type: |
Retail |
Performance fee: |
15.05% |
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| View Profile |
Polen Capital Global Growth Fund Class B
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| Inception date: |
March 2021 |
Minimum initial investment: |
AU$25,000 |
| Strategy: |
Equity Long |
Distributions: |
Annually |
| Geographic mandate: |
Global |
Management fee: |
0.90% |
| Investor type: |
Wholesale |
Performance fee: |
15.05% |
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| View Profile |
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| India Avenue Equity Fund - L Class |
| Inception date: |
April 2021 |
Minimum initial investment: |
AU$500,000 |
| Strategy: |
Equity Long |
Distributions: |
Annually |
| Geographic mandate: |
India |
Management fee: |
0.95% |
| Investor type: |
Wholesale |
Performance fee: |
15.00% |
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| View Profile |
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| Anacacia Capital Wattle Fund |
| Inception date: |
February 2015 |
Minimum initial investment: |
AU$500,000 |
| Strategy: |
Equity Long |
Distributions: |
Annually |
| Geographic mandate: |
Australia |
Management fee: |
1.50% |
| Investor type: |
Wholesale |
Performance fee: |
20.00% |
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View Profile
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| CFS - Baillie Gifford Long Term Global Growth Fund |
| Inception date: |
October 2018 |
Minimum initial investment: |
AU$0* |
| Strategy: |
Equity Long |
Distributions: |
6 Monthly |
| Geographic mandate: |
Global |
Management fee: |
1.07% |
| Investor type: |
Wholesale |
Performance fee: |
Nil |
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| View Profile |
| CFS - Baillie Gifford Long Term Global Growth Fund (Class A) |
| Inception date: |
October 2018 |
Minimum initial investment: |
AU$0* |
| Strategy: |
Equity Long |
Distributions: |
6 Monthly |
| Geographic mandate: |
Global |
Management fee: |
0.96% |
| Investor type: |
Wholesale & Retail |
Performance fee: |
Nil |
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| View Profile |
| *No minimum for the investment option, however minimum to open a FirstChoice WS Investment account is $5000 |
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