Ampersand Balanced FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 2.02    R 0.-3
   -1.46%
High Avg. Low
R 2.05 R 1.92 R 1.79
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.78%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Oct 2022 3 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 311 Mil.


Ampersand Balanced FOF Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

Distributions Info (in cents)
See Also
Red Oak Balanced Fund
Autus Balanced Fund
Camissa Balanced Fund
Caleo Balanced FOF
Momentum Target 7 FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.