
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.
download fact sheetInvestInvestor 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
Compare our funds
Selecting the fund that best suits your investment needs can be difficult. Use the tools on this page to compare two or more of the Foord unit trust funds. For further assistance, please call us on + 65 6521 1100.