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| Ampersand Balanced FOF Fact Sheet MDD |
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Ampersand Balanced FOF Fact Sheet MDD
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| High | Avg. | Low |
| R 2.05 | R 1.92 | R 1.79 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.78%-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 2022 |
3 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Ampersand Balanced FOF Unit Prices |
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Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
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| Distributions Info (in cents) |
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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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