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| Foord Conservative Fund Fact Sheet MDD |
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Foord Conservative Fund Fact Sheet MDD
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This Cpi + 4% bbenchmarked fund aims to provide investors with returns of more than 4% above Cpi index over a rolling 3 years.
The fund will invest in equity securities , interest bearing securities , property securities and money market instruments both local and offshore.
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| High | Avg. | Low |
| R 16.79 | R 16.07 | R 15.29 |
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.15%-Y
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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| Jan 2014 |
11 years ago |
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| Foord Conservative Fund Unit Prices |
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Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 19.68 |
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| Q3 of 2022 | 21.84 |
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| Q1 of 2022 | 17.07 |
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| Asset Allocation Analysis |
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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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