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| Allan Gray Bond Fund Fact Sheet MDD |
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Allan Gray Bond Fund Fact Sheet MDD
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The main investment objective of this fund is to deliver returns that exceed inflation and cash in the long term investment period.
The manager of the fund will meed the stated objective by investing in interest bearing securities that includes bonds and money market instruments.
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| Fund Sector |
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| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
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0.57%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Oct 2004 |
22 years ago |
| Fund Benchmark |
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| Albi Index |
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| Allan Gray Bond Fund Unit Prices |
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Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 25.70 |
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| Q2 of 2023 | 26.07 |
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| Q1 of 2023 | 24.72 |
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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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