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| Plexus Wealth Property Fund Fact Sheet MDD |
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Plexus Wealth Property Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
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1.44%-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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| Mar 2017 |
9 years ago |
| Fund Benchmark |
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| Jse Sapy TR Index |
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| Plexus Wealth Property Fund Unit Prices |
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In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.
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.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.41 |
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| Q2 of 2023 | 1.62 |
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| Q1 of 2023 | 0.22 |
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| Q4 of 2022 | 1.92 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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