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The Fund Aims and Objectives
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The fund main objective for investors on this unit trust fund is superior returns that are above of money market funds while also maintaining some high degree of liquidity and capital preservation.
To meet the stated objective the fund will include a combination of instruments both listed and non-listed and any other instruments to meet the objective of the fund.
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The Fund Aims and Objectives
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The fund main objective for investors on this unit trust fund is superior returns that are above of money market funds while also maintaining some high degree of liquidity and capital preservation.
To meet the stated objective the fund will include a combination of instruments both listed and non-listed and any other instruments to meet the objective of the fund.
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The Technical Details
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Alex Forbes Superior Yield Fund
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Fund Sector
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SA – Interest Bearing – Short Term
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| Launch Date |
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2024 years ago |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee included. |
| Minimum Investments |
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R/R
Lump Sum/Debit Order |
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The Management
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Alex Forbes Superior Yield Fund
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NAV Prices
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Alex Forbes Superior Yield Fund
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| High | Avg. | Low |
| R 1.01 | R 1.01 | R 1.00 |
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The Dividends
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Alex Forbes Superior Yield Fund
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Fund Activities
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Alex Forbes Superior Yield Fund
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Did You Know ? |
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| Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka. |
| 10X Investments acquired CoreShares in 2022. |
| in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution. |
| Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer. |
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