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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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Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Asset manager Marriott Unit Trusts Manco was founded in 1987.
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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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