CHANGE Global Investment manages investment portfolios for pooled investment vehicles and separately managed accounts. The firm primarily targets long-term capital appreciation by investing in publicly listed equities in developing countries across Africa, Asia, Eastern Europe, and South America. CHANGE Global Investment utilizes fundamental analysis to select investments and tailors strategies to achieve each fund's objectives, while allowing separately managed account clients to place restrictions on certain security types.
Assets Under Management$230M
Clients3
Advisors1
Avg. per Client$75M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Separately Managed Accounts are typically charged a 1.0% annual rate. Private investment funds range from 0.95% to 1.35% annually depending on the specific fund.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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