Ampersand Balanced FOF Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Ampersand Balanced FOF Fact Sheet MDD
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 ?

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.

Distributions Info (in cents)
See Also
AS Forum Aggressive FOF
Camissa Balanced Fund
Affinity Growth Fund
Wealthworks Managed FOF
Fnb Growth 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.