Blue Quadrant USD Capital Growth Fund
The Blue Quadrant USD Capital Growth Fund is a USD denominated, Irish domiciled fund suitable for investors that seek long term capital appreciation. The fund will allocate invested capital to a range of international equities, with the aim of generating sustainable real returns that will at least match general equity market returns over time, while minimizing the correlation of such returns with traditional equity benchmarks
Mandate and Benchmark
The objective of the fund is to deliver returns in excess of US consumer price inflation (excluding food and energy) over a rolling five-year period. The fund seeks to generate absolute returns regardless of underlying market and economic conditions and as such is expected to generate returns that over time would be uncorrelated with traditional equity benchmarks as well as general equity funds.
The fund’s core investment universe will include equity securities and/or exchange traded funds listed on any major global securities exchange. In addition to equities, fixed income, property and money-market securities may also be included in the investment universe.
The portfolio’s asset allocation will remain flexible and its exposure to equity investments may vary depending on existing market and economic conditions and available investment opportunities.
Documents
Minimum disclosure documents
Application forms
Investors wishing to invest in the fund please download the relevant application form below.
The application form when completed and together with the appropriate FICA documentation must be emailed to TA@prescient.ie
Should you encounter any problems or have any additional questions you may also contact Sue Byrne at Blue Quadrant – susan@blueqcm.com
Application Form – Legal Entities
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Information
The Blue Quadrant USD Capital Growth Fund can be accessed via Prescient Fund Services. Please find additional information here on Prescient Fund Services and on the Blue Quadrant USD Capital Growth Fund.
Information about unit trusts and investing can be accessed on our Education page, or alternatively, please contact us with any queries you may have.