|
| FG Saturn Moderate FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
FG Saturn Moderate FOF Fact Sheet MDD
|
|---|
|
The main objective of this 2005 unit trust fund is to provide investors with real medium to long term capital growth while maintaining a moderate risk level.
The fund will invest in other unit trusts that invest in wild spectrums of equities, bonds, money markets and property markets.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
|---|
1.80%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Aug 2005 |
21 years ago |
| Fund Benchmark |
|---|
| Sector Avg |
|
| FG Saturn Moderate FOF Unit Prices |
|---|
|
|
|
|
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q2 of 2023 | 69.18 |
|---|
| Q4 of 2022 | 54.70 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|