Montrose Flexible FOF Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Dec 24
R 3.48 ⇓    R -.10
⇓    -2.79%
High Avg. Low
R 3.86 R 3.66 R 3.45
Fund Information
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
Fund Information
Launch Date
May 2007 18 years ago
Fund Benchmark
Repo Rate + 2%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 56 Mil.


Montrose Flexible 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 ?

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

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

Distributions Info (in cents)
Q2 of 2023 0.00
Q4 of 2022 0.00
Q2 of 2022 0.00
See Also
H4 Growth Fund
Flagship Worldwide Flexible Fund
Bci Worldwide Opportunities Fund
Montrose Flexible FOF
Ninety One Worldwide Flexible Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.