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| Consilium Worldwide Flexible Fund Fact Sheet MDD |
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Consilium Worldwide Flexible Fund Fact Sheet MDD
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This worldwide unit trust fund aims to provide investors with high long-term total returns.
The manager will invest both locally and globally in various multi assets and from time to time invest in unlisted instruments.
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| High | Avg. | Low |
| R 2.91 | R 2.76 | R 2.64 |
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| Fund Sector |
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| Worldwide – Multi Asset – Flexible |
| 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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| Bi-Annually |
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| Launch Date |
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| Mar 2008 |
17 years ago |
| Fund Benchmark |
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| 70% Msci World Index |
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| Consilium Worldwide Flexible Fund Unit Prices |
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Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 0.00 |
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| Q4 of 2022 | 0.00 |
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| Asset Allocation Analysis |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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