Personal Trust Income 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

Personal Trust Income Fund
Fund Sector
SA – Multi Asset – Income
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

Personal Trust Income Fund
May 24
R 1.38    R 0.01
   0.73%
High Avg. Low
R 1.39 R 1.38 R 1.37

The Dividends

Personal Trust Income Fund
Total Distributions

The Management

Personal Trust Income Fund

Asset Allocations

Personal Trust Income Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Personal Trust Income Fund

Did You Know ?
Absa's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

See Also

Dotport Income Fund
Ninety One Absolute Balanced Fund
Rowan Capital Income FOF
Bci Best Blend Flexible Income Fund
Granate Multi Income 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

Personal Trust Income Fund
Fund Sector
SA – Multi Asset – Income
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

Personal Trust Income Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Personal Trust Income Fund

See Also

Momentum Income Plus Fund
Ninety One Absolute Balanced Fund
Wealth Associates Income Fund
Bci Income Plus Fund
Marriott Core Income Fund

NAV Prices

Personal Trust Income Fund
May 24
R 1.38    R 0.01
   0.73%
High Avg. Low
R 1.39 R 1.38 R 1.37

The Dividends

Personal Trust Income Fund
Total Distributions

Fund Activities

Personal Trust Income Fund
Did You Know ?
Absa's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Sygnia Foord Satrix Nedgroup H4
©2012-2024 NGCSOFT