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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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Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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