Jbl Managed FOF Fact Sheet MDD
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Fund Objectives
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 .
Monthly Prices
Dec 24
R 13.42    R -.28
   -2.04%
High Avg. Low
R 13.70 R 13.04 R 12.38
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
May 2017 8 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 1.3 Bil.


Jbl Managed FOF 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 ?

In 22003, asset manager Coronation listed on the JSE stock exchange.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.

Distributions Info (in cents)
Q4 of 2023 22.39
Q2 of 2023 27.73
See Also
Assetbase CPI 4% FOF
New Road Moderate FOF
Coronation Capital Plus Fund
Camissa Protector Fund
Montrose Moderate FOF
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.