TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Dynasty Wealth Preserver Fund 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
	Dynasty Wealth Preserver Fund

Fund Sector
SA – Multi Asset – Low Equity

Launch Date
	2024 years ago

Fund Benchmark

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

Minimum Investments
R/R Lump Sum/Debit Order

Distribution Frequency

Fund Risk Rating

NAV Prices Dynasty Wealth Preserver Fund

Jul 24 R 20.22 ⇑    R 0.12 ⇑    0.6%

High Avg. Low R 20.22 R 19.83 R 19.32

The Dividends Dynasty Wealth Preserver Fund

Total Distributions

The Management Dynasty Wealth Preserver Fund

Asset Allocations

Fund Size	R 471 Mil.

Fund Activities Dynasty Wealth Preserver Fund

Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added.

Did You Know ?
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Dynasty Wealth Preserver Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Dynasty Wealth Preserver Fund A unit trust fund managed and admin by CI Collective Investments D.Y.K ? Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
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 Dynasty Wealth Preserver Fund Fund Sector SA – Multi Asset – Low 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 R/R Lump Sum/Debit Order Distribution Frequency Fund Risk Rating Asset Allocations Fund Size R 471 Mil. The Management Dynasty Wealth Preserver Fund See Also Sim Inflation Plus Fund Nfb Defensive FOF Stewart Absolute Return Blend FOF Pps Defensive Fund Stanlib Multi-Manager Defensive Balanced Fund NAV Prices Dynasty Wealth Preserver Fund Jul 24 R 20.22 ⇑    R 0.12 ⇑    0.6% High Avg. Low R 20.22 R 19.83 R 19.32 The Dividends Dynasty Wealth Preserver Fund Total Distributions Fund Activities Dynasty Wealth Preserver Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco. Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers. JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023. The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.	Jul 24 R 20.22 Jun R 20.10 May 24 R 20.10 Apr 24 R 19.78 Mar 24 R 20.12
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