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| Instit Managed Fund Fact Sheet MDD |
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Instit Managed Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.28 | R 1.22 | R 1.17 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.58%-N
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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| Oct 2014 |
11 years ago |
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| Instit Managed Fund Unit Prices |
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Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
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| Distributions Info (in cents) |
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| Q4 of 2022 | 2.15 |
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| Q2 of 2022 | 1.72 |
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| Asset Allocation Analysis |
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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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