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| Assetbase CPI 4% FOF Fact Sheet MDD |
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Assetbase CPI 4% FOF Fact Sheet MDD
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The fund aim of this fund is to achieve a total performance af atleast 4% p/a better than inflation rate over a rolling 5 or more years.
The fund will invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets to meet ist stated objectives.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Annually |
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| Launch Date |
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| Nov 2015 |
11 years ago |
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| Assetbase CPI 4% FOF Unit Prices |
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Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 4.35 |
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| Q1 of 2022 | 2.84 |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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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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