|
The Fund Aims and Objectives
|
|
The investment objective of this fund is to provide investors with consistent returns with capital growth that is above inflation rate.
The fund ses a buttom up stock selection employing a pragmatic investment styleto achieve its stated objective.
|
|
The Fund Aims and Objectives
|
|
The investment objective of this fund is to provide investors with consistent returns with capital growth that is above inflation rate.
The fund ses a buttom up stock selection employing a pragmatic investment styleto achieve its stated objective.
|
The Technical Details
|
|
Bluealpha All Seasons Fund
|
|
|
|
Fund Sector
|
|
SA – Multi Asset – Flexible
|
| Launch Date |
|---|
| |
2024 years ago |
| Fund Maximum Annual Fee * |
|---|
Y or N indicate if performance fee levied or not. Advisor fee included. |
| Minimum Investments |
|---|
Lump Sum/Debit Order |
Asset Allocations
|
|
Bluealpha All Seasons Fund
|
|
|
| Fund Asset Allocations | Fund Size : |
|---|
| H1 | | | | |
| EQUITIES | . | . | . | . |
| MM INSR* | . | . | . | . |
| REAL ESTATE | . | . | . | . |
| FOF | . | . | . | . |
| OTHERS | . | . | . | . |
| * Money Markets Instruments |
|
|
The Management
|
|
Bluealpha All Seasons Fund
|
|
|
|
|
NAV Prices
|
|
Bluealpha All Seasons Fund
|
|
|
|
| High | Avg. | Low |
| R 6.65 | R 6.43 | R 6.06 |
|
 |
The Dividends
|
|
Bluealpha All Seasons Fund
|
|
|
|
Fund Activities
|
|
Bluealpha All Seasons Fund
|
|
|
|
| Did You Know ? |
|---|
| 10X Investments acquired CoreShares in 2022. |
| The JSE allowed listings and trading of the Actively Managed ETF in 2023. |
| In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched. |
| Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola. |
|
|
|
|
|
