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| Baroque Moderato FOF Fact Sheet MDD |
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Baroque Moderato FOF Fact Sheet MDD
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The primary investment objective of this fund is to provide the investors with moderate levels of income and long-term capital growth.
The fund will hold other unit trusts that invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.15%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2006 |
20 years ago |
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| Baroque Moderato FOF Unit Prices |
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In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 3.57 |
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| Q2 of 2023 | 3.54 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Baroque |
| Financial Services |
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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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| 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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