|
| APS Managed Growth Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
APS Managed Growth Fund Fact Sheet MDD
|
|---|
|
The investment objective of this fund from APS is to provide investors with maximum long term capital growth.
The unit trust fund will meet is investment objective by investing in equities , interest bearing securities, properties and other liquid form of instruments both locally and globally.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Nov 2006 |
20 years ago |
|
| APS Managed Growth Fund Unit Prices |
|---|
|
|
|
|
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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).
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q2 of 2023 | 3.75 |
|---|
| Q4 of 2022 | 0.00 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| CI |
| Collective Investments |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|