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Foord Global Equity (Lux) R1 (0P0001BTZX)

Other OTC - Other OTC Delayed Price. Currency in USD
16.74-0.06 (-0.36%)
As of 03:00PM EST. Market open.

Foord Global Equity (Lux) R1

Ground Floor, Dorey Court, Admiral Part

Management Information
,Lead Manager since March 27, 2013
Dave Foord is the founder of Foord Asset Management. He founded Foord Asset Management in South Africa and in Singapore in 1981 and 2012 respectively. He is also a portfolio manager and the global Chief Investment Officer (CIO). Dave has more than 44 years' investment experience.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyFoord Asset Management (Guernsey) Limited
Net Assets402.44M
YTD Return-5.10%
Morningstar Rating
Inception DateMar 27, 2013

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001BTZXCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A