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| Ampersand Property Fund Fact Sheet MDD |
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Ampersand Property Fund Fact Sheet MDD
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The main objective of this property fund is to generate for its investors moderate income andlong term capital growth.
The fund will invest in property equities and in companies that generate portion of thier income from property investments.
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| Fund Sector |
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| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Nov 2013 |
13 years ago |
| Fund Benchmark |
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| Jse SAPY Index |
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| Ampersand Property 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.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.26 |
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| Q2 of 2023 | 1.62 |
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| Q1 of 2023 | 0.55 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Ampersand |
| Asset Management |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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