It’s easy for investors to buy and sell the Global Value & Growth fund. All you have to do is mail your bank the details below and tell them how much you would like to invest. Afterwards your GVG-shares are transfered to your bank. Selling is just as easy.
As an alternative you can contact VP Fund Solutions. Please refer to details below.
Facts on Global Value & Growth (SICAV-FIS)
Strategy | The GVG-stocks could be called all-weather-stocks. Our main priority is to protect assets (=value style) without loosing steam when the market is bullish (=growth style). That’s why the selected stocks are both a value stock and a growth stock - combining the best of 2 worlds |
Focus | Multinational stocks with a market cap. of more than Euro 5 bln. |
Min.investment | €125.000 |
Management fee | 0,75% p.a. |
Incentive bonus | 10% above a pro-annum-benchmark (BM) of 5% |
ISIN Code | LU0459208012 |
Bloomberg symbol | GLVALGR LX |
Liquidity | Bi-weekly at Net Asset Value (NAV) |
Custodian bank | VP Bank (Luxembourg) SA |
Tax | 0,01% p.a. (almost tax free) |
Leverage | Maximum 0,1 times net assets |
Cash | Can represent 100% of assets |
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Transfer Agent | VP Fund Solutions (Luxembourg) SA 26, Avenue de la Liberté, L-1930 Luxembourg Tel: +352 404770 357 Fax: +352 404770 283 Mail: vpfundsolutionsta@vpbank.com |