|
| Celtis Flexible FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Celtis Flexible FOF Fact Sheet MDD
|
|---|
|
the investment objective of the fund is to provide investors with an above average medium to long term total return.
It will invest in broad range of assets classes that includes liquid assets , equity securities, property, non equity instruments andmoney market instruments.
|
|
| Fund Sector |
|---|
| Worldwide – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
|---|
2.16% - N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Feb 2007 |
19 years ago |
|
| Celtis Flexible FOF Unit Prices |
|---|
|
|
|
|
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2023 | 2.27 |
|---|
| Q2 of 2023 | 1.98 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
| Celtis |
| Financial Services |
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|