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 ?

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

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

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

Distributions Info (in cents)
Q3 of 2023 0.26
Q2 of 2023 1.62
Q1 of 2023 0.55
See Also
Marriott Property Equity Fund
Satrix Property ETF
Harvard House Property Fund
Ninety One Property Equity Fund
Anchor 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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.