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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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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
DYN
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
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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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