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| Jbl Worldwide Flexible FOF Fact Sheet MDD |
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Jbl Worldwide Flexible FOF Fact Sheet MDD
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The investment objective of this unit trust fund is to provide investors with capital growth over a long term through investing in other unit trust that got exposure to foreign equities securities, real estate securities , interest bearing securities , money market instruments and other form of liquid form of assets.
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| Fund Sector |
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| Worldwide – 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 + 6% |
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| Jbl Worldwide Flexible FOF Unit Prices |
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DYN
In 2020, Asset Protection international (API) ceased operating retail unit trusts.
In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
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| Distributions Info (in cents) |
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| Q4 of 2023 | 14.50 |
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| Q2 of 2023 | 17.14 |
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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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