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| Jbl Managed FOF Fact Sheet MDD |
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Jbl Managed FOF Fact Sheet MDD
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The core investment aim of this 2017 unit trust is to provide a moderate capital growth foor its investors through investing in a mix of other unit trusts that invest in equities, interest bearings , real estate securities and money markets instruments .
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| 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 |
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| Jbl Managed FOF Unit Prices |
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DYN
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 22.39 |
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| Q2 of 2023 | 27.73 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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