The Fund Aims and Objectives
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This 2007 fund main objective is to deliver high level of income and stable capital growth to the investors. This will be realised by investing in various assets classes that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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The Fund Aims and Objectives
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This 2007 fund main objective is to deliver high level of income and stable capital growth to the investors. This will be realised by investing in various assets classes that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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The Technical Details
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Celtis Conservative FOF
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Fund Sector
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SA – Multi Asset – Low Equity
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Launch Date |
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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
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Celtis Conservative FOF
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Fund Asset Allocations | Fund Size : |
H1 | | | | |
EQUITIES | . | . | . | . |
MM INSR* | . | . | . | . |
REAL ESTATE | . | . | . | . |
FOF | . | . | . | . |
OTHERS | . | . | . | . |
* Money Markets Instruments |
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The Management
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Celtis Conservative FOF
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NAV Prices
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Celtis Conservative FOF
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High | Avg. | Low |
R 2.02 | R 2.00 | R 1.96 |
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The Dividends
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Celtis Conservative FOF
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Fund Activities
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Celtis Conservative FOF
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Did You Know ? |
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka. |
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer. |
Asset manager Marriott Unit Trusts Manco was founded in 1987. |
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched. |
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