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| Autus Cautious Fund Fact Sheet MDD |
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Autus Cautious Fund Fact Sheet MDD
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The investment objective of this fund is provide stablecapital growth over the medium to long-term .
To meet its stated objective the fund will invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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| High | Avg. | Low |
| R 1.88 | R 1.27 | R 1.17 |
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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1.32%-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 2006 |
19 years ago |
| Fund Benchmark |
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| 20% Alsi; 70% Stefi; |
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| Autus Cautious Fund Unit Prices |
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As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
10X Investments acquired CoreShares in 2022.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 0.03 |
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| Q3 of 2023 | 0.02 |
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| Q2 of 2023 | 0.03 |
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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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| 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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