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| Aluwani Flexible Income Fund Fact Sheet MDD |
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Aluwani Flexible Income Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.35%-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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| Feb 2021 |
5 years ago |
| Fund Benchmark |
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| Stefi + 2% |
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| Aluwani Flexible Income Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.22 |
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| Q2 of 2023 | 2.12 |
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| Q1 of 2023 | 2.04 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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