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| Granate Multi Income Fund Fact Sheet MDD |
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Granate Multi Income Fund Fact Sheet MDD
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This Stefi + 1% bechmark unit trust fund aims to provide consisted positive returns that outperform money market and traditional income funds over the medium to long term.
The fund will invest in money markets instruments , interest bearing securities , bonds, debts, and other securities to meetits stated objective.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.57%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Apr 2016 |
10 years ago |
| Fund Benchmark |
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| Stefi Index + 1% |
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| Granate Multi Income Fund Unit Prices |
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In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
Conglomate Old Mutual acquired asset manager Marriott in 2005.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.12 |
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| Q2 of 2023 | 2.16 |
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| Q1 of 2023 | 1.97 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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