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| Old Mutual Flexible Fund Fact Sheet MDD |
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Old Mutual Flexible Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
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1.50%-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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| Aug 1996 |
30 years ago |
| Fund Benchmark |
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| Cpi + 5%-7% |
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| Old Mutual Flexible Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
In 2020, Asset Protection international (API) ceased operating retail unit trusts.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 30.65 |
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| Q4 of 2022 | 33.46 |
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| Q2 of 2022 | 12.44 |
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| Asset Allocation Analysis |
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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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