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| Grayswan Moderate FOF Fact Sheet MDD |
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Grayswan Moderate FOF Fact Sheet MDD
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the investment objective of this level 3 risk rated fund is to provide returns that outperform its peers over a rolling 3 year period.
to do this, the fund will invest in assets from other funds thhat invests in equities, bonds, money markets, and property securities.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.38%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Jul 2017 |
9 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Grayswan Moderate FOF Unit Prices |
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DYN
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 18.96 |
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| Q4 of 2022 | 25.15 |
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| Q2 of 2022 | 18.10 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| GrySwan |
| Financial Services |
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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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