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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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| 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 |
20 years ago |
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| AS Forum Aggressive FOF Unit Prices |
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Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
DYN
In 22003, asset manager Coronation listed on the JSE stock exchange.
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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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| BCI | Boutique |
| Collective Investments |
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| AS Forum |AS Sure |
| Investment Services |
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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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