Southern Charter Growth FOF MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives


The Technical Details

Southern Charter Growth FOF
Fund Sector
SA – Multi Asset – High Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Minimum Investments
R/R
Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Southern Charter Growth FOF
Jul 24
R 3.03    R 0.03
   1%
High Avg. Low
R 3.03 R 2.89 R 2.78

The Dividends

Southern Charter Growth FOF
Total Distributions

The Management

Southern Charter Growth FOF

Asset Allocations

Fund Size

Fund Activities

Southern Charter Growth FOF

Did You Know ?
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

See Also

Obsidian Balanced Fund
Sim Balanced Fund
Camissa Balanced Fund
Caleo Balanced FOF
Aylett Balanced Fund
©2012-2024 NGCSOFT

SA - MA - I
SA - E - G -
SA - E - LC -
G - MA - F -
SA - IB - VT -
G - E - G -
SA - MA - F -
R - MA - F -
SA - RE - G -
SA - MA - HE -

The Fund Aims and Objectives


The Technical Details

Southern Charter Growth FOF
Fund Sector
SA – Multi Asset – High Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments
R/R
Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Fund Size

The Management

Southern Charter Growth FOF

See Also

Old Mutual Multi-Managers Agressive Balanced FOF
Cordatus Balanced FOF
Oasis Balanced Fund
SIM Multi Managed Growth FOF
Aylett Balanced Fund

NAV Prices

Southern Charter Growth FOF
Jul 24
R 3.03    R 0.03
   1%
High Avg. Low
R 3.03 R 2.89 R 2.78

The Dividends

Southern Charter Growth FOF
Total Distributions

Fund Activities

Southern Charter Growth FOF
Did You Know ?
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Foord Coronation BCI Sygnia Momentum
©2012-2024 NGCSOFT