Sasfin Optimal Income 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

Sasfin Optimal Income Fund
Fund Sector
SA – Multi Asset – Income
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

Sasfin Optimal Income Fund

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

Sasfin Optimal Income Fund
Fund Sector
SA – Multi Asset – Income
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

Sasfin Optimal Income Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Sasfin Optimal Income Fund

See Also

Absa Flexible Income Fund
Counterpoint Enhanced Income Fund
Prescient Income Plus Fund
Sasfin Optimal Income Fund
Marriott High Income FOF

NAV Prices

Sasfin Optimal Income Fund
May 24
   R -1.06
   %
High Avg. Low
R 1.06 R 0.91

The Dividends

Sasfin Optimal Income Fund
Total Distributions

Fund Activities

Sasfin Optimal Income Fund
Did You Know ?
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.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
BCI Stanlib H4 Sygnia Foord
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