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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, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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