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Foord Global Equity Fund

Investment Objective

A USD-priced fund domiciled in Singapore, the Foord Global Equity Fund aims to achieve optimum risk-adjusted total return by investing primarily in a diversified portfolio of global equities. The fund aims to achieve a higher total rate of return than the MSCI All Country World Net Total Return Index, without assuming great risk.

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Investor Profile

Investors who require long-term capital growth and who are able to withstand investment volatility in the short to medium term.

Performance history   Info

Fund Characteristics

Benchmark

MSCI All Country World Net Total Return Index

significant restrictions

*Please refer to the prospectus for investment restrictions

Income Distributions

The fund only issues accumulation units; income is reinvested in the portfolio.

Income Characteristics

The fund only issues accumulation units, with income being reinvested in the portfolio.

Portfolio Orientation

The Fund invests primarily in a diversified portfolio of global equities.

Foreign Assets

The portfolio is mostly invested in global markets.

Risk of loss

High in periods shorter than 1 year. Lower in periods of more than 3 years.

Time Horizon

Longer than 3 years

Suitable Investors

Investors who require long-term capital growth and who are able to withstand volatility in the short to medium term.

Fee Structure

Initial fees: NONE
Annual fee: 0.85% + 15% of outperformance over the benchmark

Investment Manager

Foord Asset Management (Singapore) Pte. Limited

Fund Manager

Initial Subscription Amount

US $10 000

Subsequent Subscription Amount

US $10 000