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Investment Opportunities > Managed Funds > Boutique Funds Print this page [ A ] [ A ] [ A ]

Boutique Funds


Van Eyk defines "boutique funds" as managers with funds of no more than $1 billion. But they are more than that; they are specialists who pick a particular asset class and investment style. Today's astute investor can blend boutique with brand. Investors, disenchanted with the performance of their big-brand fund-manager supermarkets, have an ever-increasing number of specialist boutique managers with whom to invest their money.

For access to many of these boutique funds or specialist funds without the high minimum entry investments, they are available from 2020 DIRECTINVEST's direct access wrap accounts: Personal Choice eWRAP Investment, Super & Pension and Wealthtrac Portfolio Service & Superannuation Master Trust

Fund NameFee RebateInitial InvestmentExpected Close Date
CORALS Commodities Fund 2.2% (100%)$10,000Ongoing
DDH Investment Access Funds 3.3% (100%)$5,000Ongoing
NavraInvest 4.0% (100%)$1,000Ongoing
OC Funds N/A$25,000Ongoing
Platinum Asset Management N/A$25,000Ongoing
PM Capital N/A$20,000Ongoing
Prime Value Asset Management 3.0% (100%)$40,000Ongoing
Wilson HTM Priority Growth Fund 2.0% (100%)$40,000Ongoing
 
More managed funds are available in the Latest Offers section of the website, and through the Find a Fund tool.