|
| Autus Cautious Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Autus Cautious Fund Fact Sheet MDD
|
|---|
|
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.
|
| High | Avg. | Low |
| R 1.88 | R 1.27 | R 1.17 |
|
| Fund Sector |
|---|
| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
|---|
1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Mar 2006 |
19 years ago |
| Fund Benchmark |
|---|
| 20% Alsi; 70% Stefi; |
|
| Autus Cautious Fund Unit Prices |
|---|
|
|
|
|
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
|
|
| Distributions Info (in cents) |
|---|
| Q4 of 2023 | 0.03 |
|---|
| Q3 of 2023 | 0.02 |
|---|
| Q2 of 2023 | 0.03 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|