Personal Trust Managed Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 3.05    R 0.-2
   -0.65%
High Avg. Low
R 3.07 R 2.93 R 2.77
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2025 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 2.4 Bil.


Personal Trust Managed Fund 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 ?

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

Distributions Info (in cents)
See Also
Coronation Balanced Plus Fund
Laurium Stable Fund
Noble Pp Strategic Income FOF
Ninety One Cautious Managed Fund
Stanlib Multi-Manager Defensive Balanced 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.