|
| Celtis Flexible FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Celtis Flexible FOF Fact Sheet MDD
|
|
the investment objective of the fund is to provide investors with an above average medium to long term total return. It will invest in broad range of assets classes that includes liquid assets , equity securities, property, non equity instruments andmoney market instruments.
|
|
| Fund Sector |
| Worldwide – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
2.16% - N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annually |
|
| Launch Date |
| Feb 2007 |
19 years ago |
|
| Celtis Flexible FOF Unit Prices |
|---|
|
|
|
|
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
Asset manager Marriott Unit Trusts Manco was founded in 1987.
|
|
| Distributions Info (in cents) |
|---|
| | |
| Q4 of 2023 | 2.27 |
| Q2 of 2023 | 1.98 |
| | |
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
| Celtis |
| Financial Services |
|
|
| 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. |
|