INVEST IN YOUR FUTURE
We aim to build wealth and make positive-change through identifying the world’s most sustainable companies.
Please enter your details to receive information on investing in the HSC Blue Oceans MDA strategy.
Our fees have been structured to be simple and maximise returns for investors. We charge a flat fee only, with no performance fees.
Retail strategy: 1.25% plus $125 per annum account fee
Wholesale Strategy: 1% plus $125 per annum account fee
Other transfer and brokerage fees apply, see table below for more details.
|HSC Blue Oceans MDA||Sustainable Retail Fund||Sustainable Wholesale Fund|
|Fees when your money moves in or out of you managed account|
(The fee to open your investment)
(The fee on each amount contributed to your investment)
(The fee on each amount you take out of your investment)
(The fee to close your investment)
|Annual Management Costs|
|Account Management Fee – Charged Daily
(The account service charges)
|0.28% p.a||0.28% p.a|
|Investment Management Fee – Charged Daily
(The fee Blue Oceans charges)
|0.97% p.a||0.72% p.a.|
(In excess of given benchmark)
|Annual Flat Fee||$125||$125|
|Indirect Fee (ETF MER)||0.24%||Nil|
|Commissions||We do not receive any commissions or mark-ups|
(In facilitating currency exchange of account base)
|1% of transaction value per currency exchange|
How to Invest in Blue Oceans Capital Fund
The fund is not yet launched. In the three years to date the fund has operated privately. We are now inviting you to invest with us and will launch the fund when we receive sufficient expected investment.
If you’re interested in investing in the fund please register your interest here. We’ll contact you when we’re about to launch and keep you informed on progress in the meantime.