The Technical Details
|
|
Sasfin Optimal Income Fund
|
|
|
Fund Sector
|
SA – Multi Asset – Income
|
Launch Date |
|
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
|
|
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
|
|
|
|
|
NAV Prices
|
|
Sasfin Optimal Income Fund
|
|
|
|
High | Avg. | Low |
R 1.06 | R 0.91 | |
|
|
The Dividends
|
|
Sasfin Optimal Income Fund
|
|
|
|
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. |
|