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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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| 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 |
12 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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In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
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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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| BCI | Boutique |
| Collective Investments |
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| BlueAlpha |
| Investment Management |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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