Pws Moderate FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 1.49    R 0.-2
   -1.32%
High Avg. Low
R 1.51 R 1.43 R 1.34
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.94%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Mar 2017 8 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 1.7 Bil.


Pws Moderate 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 ?

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Asset manager Marriott Unit Trusts Manco was founded in 1987.

Distributions Info (in cents)
Q4 of 2023 1.85
Q2 of 2023 1.83
See Also
SIM Multi Managed Growth FOF
Roxburgh Balanced Plus FOF
M&G Balanced Fund
Cordatus Balanced FOF
Wealthworks Managed FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.