TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Montrose Moderate 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 Moderate FOF

Fund Sector
SA – Multi Asset – Medium Equity

Launch Date
May 2007	17 years ago

Fund Benchmark
Cpi + 5%

Fund Maximum Annual Fee *
1.15%-N Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
None Lump Sum/Debit Order

Distribution Frequency
Bi-Annually

Fund Risk Rating

1	2	3	4	5	Medium

NAV Prices Montrose Moderate FOF

Jul 24 R 3.11 ⇑    R 0.02 ⇑    0.65%

High Avg. Low R 13.06 R 4.12 R 2.92

The Dividends Montrose Moderate FOF

Total Distributions Bi-Annually

The Management Montrose Moderate FOF

Asset Allocations

Fund Size	R 72 Mil.

Fund Activities Montrose Moderate FOF

Did You Know ?
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Montrose Moderate FOF Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Montrose Moderate FOF A unit trust fund managed and admin by Boutique Collective Investments. D.Y.K ? Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
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 Montrose Moderate FOF Fund Sector SA – Multi Asset – Medium Equity Launch Date May 2007 17 years ago Fund Benchmark Cpi + 5% Fund Maximum Annual Fee * 1.15%-N Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments None Lump Sum/Debit Order Distribution Frequency Bi-Annually Fund Risk Rating 1 2 3 4 5 Medium Asset Allocations Fund Size R 72 Mil. The Management Montrose Moderate FOF See Also Assetbase CPI 4% FOF Stanlib Multi Manager Real Return Fund Analytics Moderate FOF 27four Balanced FOF Amity Prudent FOF NAV Prices Montrose Moderate FOF Jul 24 R 3.11 ⇑    R 0.02 ⇑    0.65% High Avg. Low R 13.06 R 4.12 R 2.92 The Dividends Montrose Moderate FOF Total Distributions Bi-Annually Fund Activities Montrose Moderate FOF Did You Know ? Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM). Total assets under management (AUM) has breached the R3 trillion mark in 2022. Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer. In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.	Jul 24 R 3.11 Jun R 3.09 May 24 R 13.06 Apr 24 R 3.01 Mar 24 R 3.02
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