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| AS Forum Aggressive FOF Fact Sheet MDD |
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AS Forum Aggressive FOF Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 3.50 | R 3.30 | R 3.11 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.32%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2006 |
19 years ago |
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| AS Forum Aggressive FOF Unit Prices |
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Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
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| Distributions Info (in cents) |
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| Q4 of 2022 | 3.20 |
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| Q2 of 2022 | 6.20 |
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| Asset Allocation Analysis |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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