Southern Charter Growth FOF Fact Sheet MDD
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Fund Objectives
Monthly Prices
Dec 24
R 3.18 ⇓    R 0.-3
⇓    -0.93%
High Avg. Low
R 3.21 R 3.00 R 2.81
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Oct 2007 18 years ago
Fund Benchmark
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
Southern Charter Growth 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 ?

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

The JSE allowed listings and trading of the Actively Managed ETF in 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.

Distributions Info (in cents)
See Also
Red Oak Balanced Fund
Old Mutual Balanced Fund
Ninety One Managed Fund
Fairtree Balanced Fund
MyQ Growth 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.