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| Jbl Flexible FOF Fact Sheet MDD |
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Jbl Flexible FOF Fact Sheet MDD
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The fund aims to provide capial growth over the long term period to its investors by investing in other unit trust that in invests in various equities, property , interest bearing securities and money markets instruments.
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| Fund Sector |
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| SA – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
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0.63%-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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| May 2017 |
9 years ago |
| Fund Benchmark |
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| Cpi Index + 5% |
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| Jbl Flexible FOF Unit Prices |
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In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 15.00 |
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| Q2 of 2023 | 22.63 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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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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