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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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Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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