|
| Brenthurst Balanced FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Brenthurst Balanced FOF Fact Sheet MDD
|
|---|
|
The fund aims to offer investors a moderate to high long-term total returns .
The fund will have a balanced exposure across multi asset classes to be able to meet it stated objective.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
0.75%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| jan 2017 |
9 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Brenthurst Balanced FOF Unit Prices |
|---|
|
|
|
|
Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.
Mvunonala Investments in 2017 was embroid in a scandal that involve the dissappearing of huge monies in Bophelo Beneficiary Fund. It never recover from that scandal.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2023 | 1.41 |
|---|
| Q2 of 2023 | 1.98 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|