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
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 9 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 ?

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

DYN

Piet Viljoen's RE:CM merged into Counterpoint in 2020.

Distributions Info (in cents)
Q4 of 2023 22.39
Q2 of 2023 27.73
See Also
Edge Balanced Fund
Quantum Balanced FOF
Coronation Capital Plus Fund
Optimum Balanced Fund
FG Saturn Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
JBL
Asset Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.