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| Jbl Worldwide Flexible FOF Fact Sheet MDD |
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Jbl Worldwide Flexible FOF Fact Sheet MDD
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The investment objective of this unit trust fund is to provide investors with capital growth over a long term through investing in other unit trust that got exposure to foreign equities securities, real estate securities , interest bearing securities , money market instruments and other form of liquid form of assets.
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| Fund Sector |
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| Worldwide – Multi Asset – Flexible |
| 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 |
| Fund Benchmark |
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| Cpi Index + 6% |
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| Jbl Worldwide Flexible FOF Unit Prices |
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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.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 14.50 |
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| Q2 of 2023 | 17.14 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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