|
| Ampersand Balanced FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Ampersand Balanced FOF Fact Sheet MDD
|
|---|
|
|
| High | Avg. | Low |
| R 2.05 | R 1.92 | R 1.79 |
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
0.78%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Oct 2022 |
3 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Ampersand Balanced 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.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|