|
| Ampersand Balanced FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Ampersand Balanced FOF Fact Sheet MDD
|
|---|
|
| 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 |
4 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Ampersand Balanced FOF Unit Prices |
|---|
|
|
|
|
In 22003, asset manager Coronation listed on the JSE stock exchange.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
| Ampersand |
| Asset Management |
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|