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
Mar 25
R 0.78    R 0.00
   0%
High Avg. Low
R 0.83 R 0.47
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 ?

DYN

DYN

DYN

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