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| Montrose Flexible FOF Fact Sheet MDD |
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Montrose Flexible FOF Fact Sheet MDD
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The investment objective of this 2007 flexible fund is to provide investors with with high long-term capital growth through investing in , among others, shares, property , money market instruments, bonds and other interest bearing instruments.
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| Fund Sector |
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| Worldwide – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
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1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| May 2007 |
19 years ago |
| Fund Benchmark |
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| Repo Rate + 2% |
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| Montrose Flexible FOF Unit Prices |
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Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
In 22003, asset manager Coronation listed on the JSE stock exchange.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 0.00 |
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| Q4 of 2022 | 0.00 |
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| Q2 of 2022 | 0.00 |
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| Asset Allocation Analysis |
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| Montrose |
| Asset Management |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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