Rezco Value Trend Fund Fact Sheet MDD
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Fund Objectives
The fund objective is to achieve a total return without taking on a greater risk.
The fund will invest in companies with strong earning growth , sustainable revenue streams and low borrowings.
Monthly Prices
Dec 24
R 73.87    R -.67
   -0.9%
High Avg. Low
R 74.54 R 71.90 R 69.43
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
2.10% - N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Sep 2004 21 years ago
Fund Benchmark
JSE Alsi Index
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size


Rezco Value Trend 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 ?

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

Distributions Info (in cents)
See Also
Aylett Balanced Fund
Pbi Balanced FOF
APS Managed Growth Fund
Caleo Balanced FOF
Wealthworks Managed FOF
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.