McLean Budden Global Equity Fund (UCITS)
Investment Objective
The Fund aims to provide investors with a superior real rate of return, primarily through capital appreciation, over the long-term by investing in a diversified portfolio of global equities.
Stocks chosen are considered to be either undervalued in relation to their historical price, industry competitors and/or the overall market, or have prospects for above average earnings growth.
The McLean Budden Global Equity Fund is comprised of 80 to 100 securities with an emphasis on large companies that are leaders within their industry.
|
Class |
Client Type |
Currency |
Dividends |
MII* |
MSI** | Mgmt Fees | ISIN Code |
| A | Institutional | USD | Accumulating | $150,000 | $150 | 2.00% Max | IE00B 3M49360 |
| B | Institutional | Euro | Accumulating | €100,000 | €100 | 2.00% Max | IE00B 3Q6VQ56 |
| C | Private Retail | USD | Accumulating | $150,000 | $150 | 2.00% Max | IE00B 3KRLT79 |
| D | Private Retail | Euro | Accumulating | €100,000 | €100 | 2.00% Max | IE00B 3M48D91 |
| E | Institutional | GBP | Accumulating | £100,000 | £100 | 2.00% Max | IE00B 4Z0ZB88 |
| F | Private Retail | GBP | Accumulating | £100,000 | £100 | 2.00% Max | IE00B 61J2010 |
| G | Private Retail | GBP | Distributing | £100,000 | £100 | 2.00% Max | IE00B 3V3FY75 |
Note: * Minimum Initial Investment (MII), ** Minimum Subsequent Investment (MSI)
Trade Cycle: Trade Date plus three days (T+3)
Subscription Settlement Accounts: (IBAN #)
- USD – LU743419220017457400
- Euro – LU603416220017451400
- GBP – LU113417220017456500
Contact Details
RBC Dexia Investor Services (Dublin)
Bank S.A. Dublin Branch
George’s Quay House
43 T43 Townsend Street
Dublin 2
Ireland
Tel: +353 1 440 6555
Fax: +353 1 613 0401
If you would like to reach this office by email, click here.
For all general inquiries about McLean Budden, please contact us any time at
+44 (0) 1342 329833 (United Kingdom)
If you would like to contact a particular office please click here.