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Personal Trust Managed Fund Fact Sheet MDD |
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Personal Trust Managed Fund Fact Sheet MDD
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High | Avg. | Low |
R 3.07 | R 2.93 | R 2.77 |
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Fund Sector |
SA – Multi Asset – Low Equity |
Fund Maximum Annual Fee * |
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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Launch Date |
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2025 years ago |
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Personal Trust Managed Fund Unit Prices |
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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.
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Distributions Info (in cents) |
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Asset Allocation Analysis |
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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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