Ampersand Balanced FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
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 4 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 ?

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

DYN

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

Distributions Info (in cents)
See Also
Fairtree Balanced Fund
Momentum Target 7 FOF
Old Mutual Multi-Managers Agressive Balanced FOF
Red Oak Balanced Fund
Affinity Growth Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Ampersand
Asset Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.