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BlueBox Funds - BlueBox Global Technology Fund (0P0001M6Z9)

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1,652.16+8.56 (+0.52%)
At close: 04:00PM EDT

BlueBox Funds - BlueBox Global Technology Fund

Cayman Islands

Management Information
,Lead Manager since March 28, 2018
Mr. De Gale's service with the firm dates back to 1997, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was the global equity team's technology specialist and was responsible for portfolio construction for a number of core mandates with tailored benchmarks. Prior to joining MLIM in 1997, he spent five years serving with the British Army, where he reached the rank of Captain.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyBlueBox Asset Management UK Ltd
Net AssetsN/A
YTD Return7.70%
Yield0.00%
Morningstar Rating★★★★
Inception DateSept 19, 2022

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001M6Z9Category Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A