|
| Montrose Flexible FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Montrose Flexible FOF Fact Sheet MDD
|
|---|
|
The investment objective of this 2007 flexible fund is to provide investors with with high long-term capital growth through investing in , among others, shares, property , money market instruments, bonds and other interest bearing instruments.
|
|
| Fund Sector |
|---|
| Worldwide – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
|---|
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| May 2007 |
19 years ago |
| Fund Benchmark |
|---|
| Repo Rate + 2% |
|
| Montrose Flexible FOF Unit Prices |
|---|
|
|
|
|
DYN
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
DYN
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 0.00 |
|---|
| Q4 of 2022 | 0.00 |
|---|
| Q2 of 2022 | 0.00 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
|
| Montrose |
| Asset Management |
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|