Jbl Managed FOF Fact Sheet MDD
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Fund Objectives
The core investment aim of this 2017 unit trust is to provide a moderate capital growth foor its investors through investing in a mix of other unit trusts that invest in equities, interest bearings , real estate securities and money markets instruments .
Monthly Prices
Dec 24
R 13.42    R -.28
   -2.04%
High Avg. Low
R 13.70 R 13.04 R 12.38
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
May 2017 8 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 1.3 Bil.


Jbl Managed FOF Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

Distributions Info (in cents)
Q4 of 2023 22.39
Q2 of 2023 27.73
See Also
Assetbase CPI 4% FOF
FG Saturn Moderate FOF
New Road Moderate FOF
Quantum Balanced FOF
Stanlib Absolute Plus Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.