Become a co-investor in the Fund
This product is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831, AFSL 235150 (Perpetual) as the Responsible Entity of the Monash Absolute Investment Fund (Fund). Monash Investors is the investment manager of the Fund.
To make an investment in the Monash Absolute Investment Fund, please download:
Awarded a 4 Star Superior research rating.
SQM Research is an investment research firm that undertakes research on investment products.
| Fund facts | Description |
|---|---|
| Objective | Deliver double digit returns while limiting loss of capital over a full market cycle |
| Strategy | Absolute return Australian equities (long/short) |
| Minimum Investment | $20,000 |
| Minimum Additional Withdrawal/Investment | $5,000 |
| Pricing Frequency | Daily |
| Distribution Frequency | Quarterly of at least 1.50% of NAV |
| Management Fee | 1.2813% p.a. |
| Performance Fee | 20.5% p.a. > RBA cash rate + 5% with a high watermark |
| Buy and Sell Spread | 0.60% |
| APIR Code | MON0001AU |
| ISIN | AU60MON00014 |
| Morningstar Category | Alternative Strategies |
| Platforms Listed On | • Macquarie Wrap • BT Wrap • Powerwrap • Hub24 Invest • Mason Stevens • netwealth • ManagedAccounts.com.au |
Download PDS
Download TMD
Download Identification Forms
Download PDS Forms
To invest in the Fund or provide us instructions relating to your investments, simply download and print the relevant form. Once you have completed the form, give it to your financial adviser or send it to Link Fund Solutions. Details where the forms should be sent are found on each form.
Download Identification Forms
Identification forms can be found below. Please click on the relevant form and submit together with your application form.