Important Note USD

In calculating the current value of your investment, we have applied the long-term returns of the Foord International Trust. These returns are calculated net of fees. Past performance is no guarantee of future performance. Foord Asset Management (Singapore) Pte. Limited disclaims any liability for any loss, liability, or damages (whether direct or consequential) of any nature whatsoever that may be suffered as a result of, or which may be attributable, directly or indirectly, to the use of or reliance upon the information provided.

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

Dave Foord

Minimum Subscription Amount

US $10 000

Investment Products

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.