TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Personal Trust Managed Fund 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
	Personal Trust Managed Fund

Fund Sector
SA – Multi Asset – Low 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 Personal Trust Managed Fund

Jul 24 R 2.96 ⇑    R 0.02 ⇑    0.68%

High Avg. Low R 2.96 R 2.85 R 2.75

The Dividends Personal Trust Managed Fund

Total Distributions

The Management Personal Trust Managed Fund

Asset Allocations

Fund Size	R 2.4 Bil.

Fund Activities Personal Trust Managed Fund

Did You Know ?
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
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.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Personal Trust Managed Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Personal Trust Managed Fund A unit trust fund managed and admin by Personal Trusts D.Y.K ? Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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 Personal Trust Managed Fund Fund Sector SA – Multi Asset – Low 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 R 2.4 Bil. The Management Personal Trust Managed Fund See Also Celtis Conservative FOF Ninety One Cautious Managed Fund Coronation Balanced Plus Fund Noble Pp Strategic Income FOF Coronation Balanced Defensive Fund NAV Prices Personal Trust Managed Fund Jul 24 R 2.96 ⇑    R 0.02 ⇑    0.68% High Avg. Low R 2.96 R 2.85 R 2.75 The Dividends Personal Trust Managed Fund Total Distributions Fund Activities Personal Trust Managed Fund Did You Know ? Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s. Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord. Nedbank Investments's BettaBeta merged into CoreShares in 2015. 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.	Jul 24 R 2.96 Jun R 2.94 May 24 R 2.90 Apr 24 R 2.85 Mar 24 R 2.85
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