AS Forum Aggressive FOF MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives

The investment objective of this level 4 risk profiled fund is to provide the investors with high capital growth over the longer term period.
The fund will invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets to meet its stated investment objective.

The Technical Details
AS Forum Aggressive FOF
Fund Sector
SA – Multi Asset – High Equity
Launch Date
Nov 2006 18 years ago
Fund Benchmark
Cpi + 7%
Fund Maximum Annual Fee *
1.32%-Y
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 High

NAV Prices
AS Forum Aggressive FOF
Jul 24
R 3.34 ⇑    R 0.05
⇑    1.52%
High Avg. Low
R 3.34 R 3.18 R 3.09

The Dividends
AS Forum Aggressive FOF
Total Distributions Bi-Annually

The Management
AS Forum Aggressive FOF

Asset Allocations
Fund Size R 494 Mil.

Fund Activities
AS Forum Aggressive FOF
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.

Did You Know ?
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
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).

See Also
Fnb Growth FOF
Old Mutual Multi-Managers Agressive Balanced FOF
Sim Balanced Fund
Momentum Target 7 FOF
Oasis Balanced 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 investment objective of this level 4 risk profiled fund is to provide the investors with high capital growth over the longer term period.
The fund will invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets to meet its stated investment objective.

The Technical Details
AS Forum Aggressive FOF
Fund Sector
SA – Multi Asset – High Equity
Launch Date
Nov 2006 18 years ago
Fund Benchmark
Cpi + 7%
Fund Maximum Annual Fee *
1.32%-Y
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 High

Asset Allocations
Fund Size R 494 Mil.

The Management
AS Forum Aggressive FOF

See Also
APS Managed Growth Fund
Aylett Balanced Fund
Caleo Balanced FOF
Brenthurst Balanced FOF
Sentio Balanced Fund

NAV Prices
AS Forum Aggressive FOF
Jul 24
R 3.34 ⇑    R 0.05
⇑    1.52%
High Avg. Low
R 3.34 R 3.18 R 3.09

The Dividends
AS Forum Aggressive FOF
Total Distributions Bi-Annually

Fund Activities
AS Forum Aggressive FOF
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Did You Know ?
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
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).
Nedgroup H4 SIM Coronation Foord
©2012-2024 NGCSOFT