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Foord Global Equity Fund (Luxembourg)

Investment Objective

A USD-priced UCITS fund domiciled in Luxembourg, the Foord Global Equity Fund (Luxembourg) 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 greater risk.

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Investor Profile

Institutional investors requiring a UCITS accredited fund managed to provide long-term capital growth and who are able to withstand volatility in the short- to medium-term.

Performance history

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

Institutional investors requiring a UCITS accredited fund managed to provide long-term capital growth and who are able to withstand volatility in the short to medium term.

Fee Structure

Management Fee (Percentage of the applicable Net Asset Value per share)
Class A: 1.35%
Class R: 1.35%
Class X: None

Investment Manager

Foord Asset Management (Guernsey) Limited

Fund Manager

Minimum Subscription Amount

US $10 000