Baroque Moderato FOF MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives

The primary investment objective of this fund is to provide the investors with moderate levels of income and long-term capital growth.
The fund will hold other unit trusts that invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.

The Technical Details

Baroque Moderato FOF
Fund Sector
SA – Multi Asset – Medium 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

Baroque Moderato FOF
May 24
R 2.49    R 0.03
   1.22%
High Avg. Low
R 2.49 R 2.44 R 2.38

The Dividends

Baroque Moderato FOF
Total Distributions

The Management

Baroque Moderato FOF

Asset Allocations

Baroque Moderato FOF
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Baroque Moderato FOF

Did You Know ?
in 2010s Absa Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

See Also

Montrose Moderate FOF
Coronation Capital Plus Fund
ADB Balanced FOF
Camissa Protector Fund
Moore Balanced FOF
©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 -
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SA - MA - HE -

The Fund Aims and Objectives

The primary investment objective of this fund is to provide the investors with moderate levels of income and long-term capital growth.
The fund will hold other unit trusts that invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.

The Technical Details

Baroque Moderato FOF
Fund Sector
SA – Multi Asset – Medium 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

Baroque Moderato FOF
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Baroque Moderato FOF

See Also

Allan Gray Balanced Fund
Amity Prudent FOF
Sygnia Skeleton Balanced 60 Fund
Baroque Moderato FOF
ADB Balanced FOF

NAV Prices

Baroque Moderato FOF
May 24
R 2.49    R 0.03
   1.22%
High Avg. Low
R 2.49 R 2.44 R 2.38

The Dividends

Baroque Moderato FOF
Total Distributions

Fund Activities

Baroque Moderato FOF
Did You Know ?
in 2010s Absa Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Coronation BCI Nedgroup Allan Gray Absa
©2012-2024 NGCSOFT