Ampersand CPI Plus 6 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

Ampersand CPI Plus 6 FOF
Fund Sector
SA – Multi Asset – High 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

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Ampersand CPI Plus 6 FOF
May 24
R 1.88    R 0.05
   2.73%
High Avg. Low
R 1.88 R 1.82 R 1.78

The Dividends

Ampersand CPI Plus 6 FOF
Total Distributions

The Management

Ampersand CPI Plus 6 FOF

Asset Allocations

Ampersand CPI Plus 6 FOF
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Ampersand CPI Plus 6 FOF

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.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

See Also

Rebalance Inflation Plus 7 Fund
Quattro Growth FOF
Prescient Balanced Fund
Sasfin Prudential Fund
Red Oak Balanced Fund
©2012-2024 NGCSOFT

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

Ampersand CPI Plus 6 FOF
Fund Sector
SA – Multi Asset – High 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

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Ampersand CPI Plus 6 FOF
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Ampersand CPI Plus 6 FOF

See Also

Prescient Balanced Fund
Aylett Balanced Fund
Sim Balanced Fund
Old Mutual Balanced Fund
Old Mutual Multi-Managers Agressive Balanced FOF

NAV Prices

Ampersand CPI Plus 6 FOF
May 24
R 1.88    R 0.05
   2.73%
High Avg. Low
R 1.88 R 1.82 R 1.78

The Dividends

Ampersand CPI Plus 6 FOF
Total Distributions

Fund Activities

Ampersand CPI Plus 6 FOF
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.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Coronation Satrix Absa Sygnia Oasis
©2012-2024 NGCSOFT