The latest fund information for BlueBox Global Technology C Acc USD, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. It's merger-arbitrage strategy benefits from higher risks and rising interest rates. Fund Analysis. BlueBox Funds - BlueBox Global Technology Fund Class S + Add to watchlist LU1793347128:USD Actions Price (USD) 1,866.34 Today's Change 23.10 / 1.25% 1 Year change -28.22% Data delayed at least 15. BlueBox has (finally!) Morningstar sustainability rating TM Morningstar report document. Investor. The Fund invests globally at least 70% of its total assets in the equity securities of companies whose predominant economic activity is in the technology sector. Fewer than 10% of US open-end funds hold medalist ratings. Morningstar Analyst Rating. BlueBox Funds Global Technology A $ Acc - LU1793345262 Obiettivo di investimento dichiarato. The fund aims to provide investors with long-term capital growth, principally through investment in the equity securities . Performance charts for Bluebox Funds - Bluebox Global Technology Fund (BLBGTF2) including intraday, historical and comparison charts, technical analysis and trend lines. Source -Internal, Bloomberg, Morningstar ; Data as on 30th Sep, 2021 The sector(s)/stock(s)/issuer(s) mentioned in this document do not constitute any research . IR . Trouvez toutes les informations sur le fonds OPCVM BlueBox Funds Global Technology C EUR Acc - EUR de Fuchs Asset Management S.A. : cours, performance, analyses, actualits, graphique historique . It was a long time coming, but should be worth the wait. Earnings per share -0.088. Dividend per share N/A. Prsentation du fonds BlueBox Funds - BlueBox Global Technology Fund Class I Acc (LU1793346666) de Fuchs Asset Management S.A. : cours, performance, rapport hebdo, volution. ACCI, the independent asset management firm specialising in systematic strategies through its ACCI Dynamic fund family, has signed an exclusive agreement with Swiss fund manager BlueBox Asset Management to distribute its BlueBox Global Technology Fund in Latam South and Iberia (Spain, Portugal and Andorra). Souscrivez en ligne . Up to 30% of the Fund may be invested in other assets, including shares of companies, cash and near cash. Blue Box Wealth Management, a Geneva-based multi-family office, partnered with William de Gale, one of Europe's leading Global Technology Portfolio Managers, to launch the BlueBox Global Technology Fund in March 2018, and so BlueBox Asset Management SA was formed. Our services. Global market performance MSCI's ACWI Index, which captures large- and mid-cap returns across 47 developed and emerging markets, comprises 2,895 constituents (as of June 30, 2022) and is the industry's accepted gauge of global stock market activity. All. Get information about the top portfolio holding of the MGTS Greystone Global Growth Fund R Acc (0P0000XXV8) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset . Price Chart 23/09/2022 05:36 PM (20 min delay) Recent News. P/E Ratio N/A. Fundrankings & Insights - BlueBox Funds Global Technology J $ Acc (LU2249763561) - Lemanik Asset Management S.A. - weitere Aktienfonds und Technologie Aktien Fonds im Fundranking auf e-fundresearch.com BLUEBOX FUNDS GLOBAL TECHNOLOGY A $ ACC : Prospectus, cours et cotation du fonds BLUEBOX FUNDS GLOBAL TECHNOLOGY A $ ACC gr par pour la socit de gestion Lemanik Asset Management S.A. Shares Outstanding 670.57 million. Quotes and News. Mutual Fund Screener. Home Market Research BlueBox Global Technology Fund (FUND:BN4H3T7) - Share price. Cathie Wood's $12.2 ARK Innovation ETF has been downgraded to negative from neutral by Morningstar. Incorporation Details No incorporation details available. Morningstar Analyst Rating Morningstar has awarded the Fund a Silver medal. ETF Screener. Fundamentals Data provided by Morningstar. Investment objective The Fund aims to provide a return, net of fees, higher than the IA Flexible Investment Sector average over the long term (at least five years).At least 70% of the Fund is invested in collective investment schemes. The Fund invests globally at least 70% of its total assets in the equity . La gestin toma como referencia la rentabilidad del ndice Ibex 35 Net Return(recoge rentabilidad por dividendos), con el objetivo de superar la rentabilidad de este ndice en el medio/largo plazo, manteniendo respecto al ndice una correlacin mnima del 75% y una desviacin mxima de entre el 10%-25% anual, pudiendo superar los lmites generales de diversificacin. Read More "> The Fund's main objective is to seek to maximise total return. No results for Global X Morningstar Global Technology ETF. iShares NASDAQ 100 ETF USD Acc. AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited . Global X Morningstar Global Technology ETF (TECH, formerly ETFS Morningstar Global Technology ETF) is an exchange traded funds which aim to provide investors with a return that tracks (before fees and expenses) the performance of a published index. We are proud to be the home of BBGT, the best performing tech equity fund over 3 years according to . These funds provide a good balance between disruptive innovators and well-established, innovative dominators. BlueBox Asset Management BlueBox Technology Fund, distributed by ACCI Capital Investments, SGIIC SA in Iberia and Latam, continues having a solid and consistent performance, outperforming all its peers: 3 Years 99. Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds Investment Objective: Fidelity Funds - Global Technology Fund A-Acc-EUR. The Morningstar Global ex-US Moat Focus Index consists of companies outside of the U.S. identified as having sustainable, competitive advantages and whose stocks are attractively priced, according. The BlueBox Global Technology (BBGT) Fund is listed amongst Citywire s top 5 performing technology funds in Q2. (Effective 13-Sep-19) Holdings Top Principales ratios del fondo BlueBox Funds - BlueBox Global Technology Fund: 12 meses 3 aos 5 aos Rentabilidad -15,41% Volatilidad 30,12% Mxima cada -31,09% Alpha -6,37 Beta 1,16 Ratio de Sharpe -0,44 R Cuadrado 95,66 Tracking Error 7,63 Correlacin 97,81 Ratio de Informacin -1,10 Cargando. Mutual Fund Screener. launched the Shariah-compliant version of our Global Technology Fund. According to Morningstar's Premium Service Analyst Research, The Merger Fund (MUTF:MERFX) has a "Bronze" Rating. ETF Screener. So investiert der BlueBox Funds - BlueBox Global Technology Fund Class A USD Acc Fonds: The Fund's main objective is to seek to maximise total return. AJ Bell Contact us and help Charges and rates Log in. With over 45 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and condently build more effective portfolios. Marketing. iShares NASDAQ 100 ETF USD Acc CSNDX Portfolio. Investor. Souscrivez en . Douglass' global fund is the best performing international equities strategy of the past 10 years, beating 51 other strategies with its average annual return of 17.7 per cent, according to Mercer . BlueBox Funds Global Technology S Acc-27.1%: 84 of 245: Rupert de Borchgrave BlueBox Funds Global Technology S Acc-27.1%: . . Corporate Details Market Cap $1.28 billion. The Fund invests globally at least 70% of its. Congratulations to our portfolio managers William de Gale, FCA, CFA and Rupert de Borchgrave, CFA and to our top ranked peers! In contrast, the BlueBox Global Technology Fund. . Market Cap $6.61 billion. BlueBox Global Technology Fund Ranked 71 out of 306 in - Technology over 12 months All calculations are in USD unless stated Managed by Rupert de Borchgrave Rupert de Borchgrave is a co-manager of the LGM Frontier fund, a portfolio manager at Rokos Family Office, and a William De Gale Source: Morningstar. According to Morningstar data, IBM had one- and five-year total returns of 44.5% and 0.4% compared with the S&P 500 . Premium/Discount. Fundrankings & Insights - BlueBox Funds Global Technology F1 Acc (LU1793345775) - Lemanik Asset Management S.A. - weitere Aktienfonds und Technologie Aktien Fonds im Fundranking auf e-fundresearch.com Otros fondos de Fuchs Asset Management S.A. Public Relations. Fundamentals Data provided by Morningstar. Principales ratios del fondo BlueBox Funds - BlueBox Global Technology Fund: 12 meses 3 aos 5 aos Rentabilidad -18,34% Volatilidad 30,14% Mxima cada -30,85% Alpha -5,66 Beta 1,16 Ratio de Sharpe -0,41 R Cuadrado 95,66 Tracking Error 7,65 Correlacin 97,81 Ratio de Informacin -1,03 Comparar con otros fondos Categora Gestora Ms vistos Investor Content. At least 70% of the fund is invested in collective investment schemes. CSNDX. Morningstar Rating Overall 5 stars Overall Morningstar Rating for BGF World Technology Fund, Class D2, as of 31-Jan-20 rated against 357 Sector Equity Technology Funds. The BlueBox Global Technology Fund invests globally at least 70% of its total assets in the equity. Latest Research Report. Our accounts; SIPP; Stocks and shares ISA; . Anagrafica e indicatori launched the Shariah-compliant version of our Global Technology Fund. BlueBox has (finally!) In a press release, the firm has revealed that this 5-star Morningstar rated fund is managed by . BlueBox has (finally!) Several highly recognizable consumer brand companies were added to the Index this quarter. Earnings per share -0.651. Dividend per share 0.26 . Source: BlueBox Global Technology The BlueBox Global Technology fund holds between 30 and 40 positions (currently holding 31) with a maximum weight of 10 per cent, targeting between $1bn and $100bn. The BlueBox Global Technology (BBGT) Fund is listed amongst Citywires top 5 performing technology funds in Q2. P/E Ratio 82.64. Dividend Yield 1.98%. Debt holdings for Global Innovation Fund of Fund +-TREPS - 1 holding. The ARK Innovation Active ETF is focused on disruptive businesses, often small and loss-making, but growing very fast and with astronomic valuations. Chart. Year . The BlueBox Global Technology Fund's main objective is to seek to maximise total return. DSP GIF endeavours to give investors an exposure to ~200 stocks through its underlying portfolio of active & passive funds. BlueBox Global Technology Fund lead portfolio manager, William de Gale, FCA, CFA, spoke to The Telegraphs Questor about technology Aim par Kirsty Millar The most common question I get asked when supporting Chief Executives, Directors of People, HR Directors and Internal comms leads to introduce their All Products Let PR Newswire, the best press release service, help with your media targeting, press release distribution, and earned media measurement. Bluebox Global Technology Fund: 32.25%: iShares PHLX Semiconductor ETF: 24.70%: 100% of only Equity and equity related securities. Consumer Brands In. MSCI is a leading provider of critical decision support tools and services for the global investment community. How investors can tease out the differences in seemingly similar ETFs. | Analyst rating as of Sep 1, 2022. Investment objective To provide income together with the prospect of capital growth to provide a return, net of fees, that is higher than the IA Mixed Investment 20%-60% Shares Sector average over the long term (at least five years). "Investing in Precision Medicine comes with a positive impact for investors and . launched the Shariah-compliant version of our Global Technology Fund. Dividend Yield N/A. Quote. Jupiter Global Sustainable Eqs T Acc: GB00BFWVP888: 16.23--BlueBox Funds Global Technology J $ Acc: LU2249763561: 10.04--Jupiter Global Equity Gr Unc G GBP Acc: LU2223790168: 9.84--Morant Wright . The New Fund Offer for DSP GIF opens on January 24, 2022, and closes on February 7, 2022. BLUEBOX FUNDS - BLUEBOX GLOBAL TECHNOLOGY FUND CLASS I GBP ACC FONDS Rating: Hier finden Sie die Rating-Seite fr den Fond BLUEBOX FUNDS - BLUEBOX GLOBAL TECHNOLOGY FUND CLASS I GBP ACC FONDS Prsentation du fonds BlueBox Funds - BlueBox Global Technology Fund Class F2 USD Acc (LU1793346237) de Fuchs Asset Management S.A. : cours, performance, rapport hebdo, volution. Morningstar Sustainalytics' EU Taxonomy offers investors a comprehensive solution to identify . RBC Global Technology Fund A RBC Life Science & Technology Fund A-25.2%: 62 of 245: . Bluebox Global Technology Fund BGF World Technology iShares NASDAQ 100 UCITs ETF Balance between Type of companies 20% 20% 15% 15% 15% 15% Indicative Weights Smallcap Midcap . Tiffany & Co. (TIF): Tiffany has a classic intangible asset source of economic moat, allowing it to charge more for a piece of jewelry because of its historic brand and iconic blue box. It was a long time coming, but should be worth the wait. The latest Morningstar Wide Moat Focus Index quarterly rebalance saw a further reduction in FAANG stocks exposure and the addition of several highly recognizable consumer brands. Name % of Net Assets; TREPS / Reverse Repo Investments / Corporate Debt Repo: 4.53%: BlueBox Funds Global Technology F2 $ Acc-26.51% 67.79% 1M USD 1.5% AB International Tech A EUR-28.41% 49.37% NC 63 M EUR AB International Tech I EUR-27.99% 52.98% NC 10 M EUR Allianz China Fut . These companies are consumer reliant, global, and have been . Investment Objective: BlackRock Global Funds - World Technology Fund A2. ACCI, asset management firm specialized in systematic strategies through its ACCI Dynamic fund family, has signed an exclusive agreement with Swiss fund manager BlueBox Asset Management to distribute its BlueBox Global Technology Fund in Latin America and Iberia (Spain, Portugal and Andorra).. Congratulations to our portfolio managers William de Gale, FCA, CFAand Rupert de. 4.53%. 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