Personal Trust Income Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Income
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 795 Mil.


Personal Trust Income Fund 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 ?

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

Distributions Info (in cents)
See Also
M&G Enhanced Income Fund
Southchester Optimum Income Fund
SIM Flexible Income Fund
Dotport Income Fund
Merchant West Enhanced Income Fund
Asset Allocation Analysis
Fund Management
Management Company
Personal Trusts
International
Asset Manager
Personal Trusts
International
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.