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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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| Milford Conservative Fund |
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| Inception date: |
September 2015 |
Minimum initial investment: |
NZD1,000 |
| Strategy: |
Global Diversified |
Distributions: |
Quarterly |
| Geographic mandate: |
Global |
Management fee: |
0.95% |
| Investor type: |
Retail |
Performance fee: |
Nil |
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View Profile
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Milford Trans Tasman Equity Fund
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| Inception date: |
October 2007 |
Minimum initial investment: |
NZD1,000 |
| Strategy: |
Equity Long |
Distributions: |
6 Monthly |
| Geographic mandate: |
Australia/NZ |
Management fee: |
1.05% |
| Investor type: |
Retail |
Performance fee: |
15.00% |
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View Profile
Ruffer Total Return International - Australia Fund
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| Inception date: |
December 2020 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Global Diversified |
Distributions: |
Annually |
| Geographic mandate: |
Global |
Management fee: |
0.90% |
| Investor type: |
Wholesale & Retail |
Performance fee: |
Nil |
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View Profile
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| GAM LSA Private Shares AU Fund |
| Inception date: |
March 2022 |
Minimum initial investment: |
AU$20,000 |
| Strategy: |
Private Equity |
Distributions: |
Annually |
| Geographic mandate: |
Global |
Management fee: |
1.90% |
| Investor type: |
Retail |
Performance fee: |
Nil |
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| View Profile |
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| Tectonic Opportunities Fund |
| Inception date: |
July 2020 |
Minimum initial investment: |
AU$100,000 |
| Strategy: |
Equity Long/Short |
Distributions: |
Annually |
| Geographic mandate: |
Australia/Global |
Management fee: |
Nil |
| Investor type: |
Wholesale |
Performance fee: |
25.00% |
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View Profile
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| Inception date: |
April 2016 |
Minimum initial investment: |
AU$50,000 |
| Strategy: |
Credit |
Distributions: |
Monthly |
| Geographic mandate: |
Australia |
Management fee: |
0.50% |
| Investor type: |
Wholesale |
Performance fee: |
10.00% |
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| View Profile |
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