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| Bluealpha Global Equity Fund Fact Sheet MDD |
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Bluealpha Global Equity Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 4.45 | R 4.17 | R 3.90 |
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| Fund Sector |
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| Global Equity General |
| Fund Maximum Annual Fee * |
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1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Sep 2014 |
11 years ago |
| Fund Benchmark |
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| Msci World Index |
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| Bluealpha Global Equity Fund Unit Prices |
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As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 0.00 |
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| Q4 of 2022 | 0.00 |
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| Q2 of 2022 | 0.00 |
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| Asset Allocation Analysis |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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