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
Mar 25
R 4.45 ⇑    R 0.01
⇑    0.23%
High Avg. Low
R 4.71 R 4.26 R 4.03
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 11 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 ?

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

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% .

Distributions Info (in cents)
Q2 of 2023 0.00
Q4 of 2022 0.00
Q2 of 2022 0.00
See Also
Laurium Global Equity Fund
Select Global Equity Fund
SIM Global Value Feeder Fund
Sanlam Global Equity Fund
Ninety One Global Franchise Feeder 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
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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