- What is the FI Institutional Global Equity Selection Fund?
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The FI Institutional Global Equity Selection Fund is a actively managed fund in the Global Equities - Core asset class, managed by Fisher Investments. Global developed and emerging market large cap-biased equities. Active top-down focused strategy.
- What is the FI Institutional Global Equity Selection Fund's FairHorizon classification?
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Das Family Office classifies this fund as FairHorizon Orange, meaning it is suitable for investors with a 10–15 years investment horizon. growth-oriented equity allocation
- What is the total expense ratio (TER) of the FI Institutional Global Equity Selection Fund?
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The FI Institutional Global Equity Selection Fund has a total expense ratio of 0.99% per annum. The maximum recommended portfolio share is 80%.
- What is the ISIN of the FI Institutional Global Equity Selection Fund?
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The ISIN of the FI Institutional Global Equity Selection Fund share class tracked by Das Family Office is IE00BZ4SV347.
- What are the historical returns of the FI Institutional Global Equity Selection Fund?
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As of the most recent month-end, the FI Institutional Global Equity Selection Fund has delivered 3-year annualised total return of 23.34%, 5-year annualised total return of 12.43%. Past performance is not indicative of future results.
- Is the FI Institutional Global Equity Selection Fund accumulating or distributing?
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The tracked share class (USD ACC) is Accumulating — income is automatically reinvested into the fund.
- What is the SFDR sustainability classification of the FI Institutional Global Equity Selection Fund?
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The FI Institutional Global Equity Selection Fund is classified as Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).
- When was the FI Institutional Global Equity Selection Fund launched?
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The FI Institutional Global Equity Selection Fund was incepted on 2019-05-01.
