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| Ampersand Balanced FOF Fact Sheet MDD |
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Ampersand Balanced FOF Fact Sheet MDD
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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 |
4 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Ampersand Balanced FOF Unit Prices |
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DYN
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Ampersand |
| Asset Management |
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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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