Investment Product

USD Global Equity Feeder Fund

What is USD Global Equity Feeder Fund?

The aim is to provide investors with long-term capital growth from a diverse and actively managed Class Fund of securities selected from global stock markets. The Fund covers markets throughout the world including major markets and smaller emerging markets. The Fund invests as a feeder fund into a class fund of STANLIB Global Select Fund, a sub-fund of the JP Morgan Global Select Fund. The investment objective of the Fund is to provide a medium whereby investors can obtain undivided participation in a diversified portfolio of global equity securities. The Fund investment objective is to provide investors with medium- to long-term capital growth by investing substantially all of its assets into the STANLIB Global Select Fund, a sub-fund of the JP Morgan Global Select Fund. The fund aims to provide a return in excess of the benchmark over a three-to-five-year time horizon by actively investing in a bottom up, research-driven equity portfolio, operating within a structured and risk-controlled framework.

Who should invest?

This fund will suit investors who want to build up their investments offshore and can afford to have the capital invested over the long term to achieve capital growth.

Quick facts

What does the Fund Invest In? The underlying instruments will primarily consist of offshore listed equities and non-equity securities as permitted by legislation from time to time. The fund may utilise listed and unlisted financial instruments for hedging exchange rate risk to achieve the portfolio’s investment objective

Important information

Investment information, fees, prices and returns displayed on this page should be reviewed and approved before publication. Indicative returns are not guarantees of future performance.