Instit Managed Fund Fact Sheet MDD
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Fund Objectives
This level 3 risk profiled fund main investment objective is to offer investors a moderate to high long term total return.
In order to meet its stated objective the fund will invest in equity securities , interest bearing securities ,real estate shares, money markets instruments and other forms of liquid assets.
Monthly Prices
Dec 24
R 1.25 ⇓    R 0.-3
⇓    -2.34%
High Avg. Low
R 1.28 R 1.22 R 1.17
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.58%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Oct 2014 11 years ago
Fund Benchmark
Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 572 Mil.


Instit Managed Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

Distributions Info (in cents)
Q4 of 2022 2.15
Q2 of 2022 1.72
See Also
Nedgroup Investments Managed Fund
Old Mutual Multi-Managers Agressive Balanced FOF
Rebalance Balanced Fof
Aylett Balanced Fund
Red Oak Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.