Bluealpha Global Equity Fund Fact Sheet MDD
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Fund Objectives
The primary core of this fund is offer investors a high long-term total return by investing across global equity markets.
The fund will mainly invest in developed equity markets and select high quality shares that have a history of developing both growth and real economic growth.
Monthly Prices
Fund Information
Fund Sector
Global Equity General
Fund Maximum Annual Fee *
1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Sep 2014 12 years ago
Fund Benchmark
Msci World Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 1.0 Bil.


Bluealpha Global Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

Distributions Info (in cents)
Q2 of 2023 0.00
Q4 of 2022 0.00
Q2 of 2022 0.00
See Also
Sanlam Global Equity Fund
Foord Global Equity Feeder Fund
Alex Forbes Global Equity Feeder Fund
Dynasty Global Accumulator Feeder Fund
Sygnia 4th Industrial Revolution Global Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
BlueAlpha
Investment Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.