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| Jbl Managed FOF Fact Sheet MDD |
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Jbl Managed FOF Fact Sheet MDD
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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 .
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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0.63%-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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| May 2017 |
9 years ago |
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| Jbl Managed FOF 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.
Asset manager Marriott Unit Trusts Manco was founded in 1987.
DYN
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| Distributions Info (in cents) |
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| Q4 of 2023 | 22.39 |
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| Q2 of 2023 | 27.73 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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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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