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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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In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
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.
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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