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| Ampersand Property Fund Fact Sheet MDD |
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Ampersand Property Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
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0.86%-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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| Nov 2013 |
13 years ago |
| Fund Benchmark |
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| Jse SAPY Index |
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| Ampersand Property Fund Unit Prices |
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DYN
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.26 |
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| Q2 of 2023 | 1.62 |
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| Q1 of 2023 | 0.55 |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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