Montrose Flexible 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

Montrose Flexible FOF
Fund Sector
Worldwide – Multi Asset – Flexible
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

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Montrose Flexible FOF
May 24
R 3.71    R 0.-4
   -1.07%
High Avg. Low
R 3.86 R 3.77 R 3.71

The Dividends

Montrose Flexible FOF
Total Distributions

The Management

Montrose Flexible FOF

Asset Allocations

Montrose Flexible FOF
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Montrose Flexible FOF

Did You Know ?
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

See Also

Consilium Worldwide Flexible Fund
Ninety One Worldwide Flexible Fund
Signature Worldwide Flexible FOF
Novare Worldwide Flexible Fund
Flagship Worldwide Flexible Fund
©2012-2024 NGCSOFT

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The Fund Aims and Objectives


The Technical Details

Montrose Flexible FOF
Fund Sector
Worldwide – Multi Asset – Flexible
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

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Montrose Flexible FOF
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Montrose Flexible FOF

See Also

Octagon Worldwide Flexible FOF
Rebalance Worldwide Flexible FOF
Bci Worldwide Opportunities Fund
Consilium Worldwide Flexible Fund
Old Mutual Maximum Return Fund

NAV Prices

Montrose Flexible FOF
May 24
R 3.71    R 0.-4
   -1.07%
High Avg. Low
R 3.86 R 3.77 R 3.71

The Dividends

Montrose Flexible FOF
Total Distributions

Fund Activities

Montrose Flexible FOF
Did You Know ?
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
H4 Momentum BCI Coronation Satrix
©2012-2024 NGCSOFT