The Fund Aims and Objectives
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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.
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The Fund Aims and Objectives
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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.
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The Technical Details
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Baroque Moderato FOF
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Fund Sector
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SA – Multi Asset – Medium Equity
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Launch Date |
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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
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Baroque Moderato FOF
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Fund Asset Allocations | Fund Size : |
H1 | | | | |
EQUITIES | . | . | . | . |
MM INSR* | . | . | . | . |
REAL ESTATE | . | . | . | . |
FOF | . | . | . | . |
OTHERS | . | . | . | . |
* Money Markets Instruments |
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The Management
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Baroque Moderato FOF
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NAV Prices
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Baroque Moderato FOF
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High | Avg. | Low |
R 2.49 | R 2.44 | R 2.38 |
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The Dividends
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Baroque Moderato FOF
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Fund Activities
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Baroque Moderato FOF
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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. |
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