Ampersand Property Fund Fact Sheet MDD
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Fund Objectives
The main objective of this property fund is to generate for its investors moderate income andlong term capital growth.
The fund will invest in property equities and in companies that generate portion of thier income from property investments.
Monthly Prices
Dec 24
R 0.83    R 0.83
   0%
High Avg. Low
R 0.83 R 0.50
Fund Information
Fund Sector
SA – Real Estate – General
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Nov 2013 12 years ago
Fund Benchmark
Jse SAPY Index
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 58 Mil.


Ampersand Property Fund 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 Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Distributions Info (in cents)
Q3 of 2023 0.26
Q2 of 2023 1.62
Q1 of 2023 0.55
See Also
Ampersand Property Fund
Old Mutual SA Quoted Property Fund
Marriott Property Income Fund
Plexus Wealth Property Fund
Harvard House Property Fund
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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.