Baroque Moderato FOF Fact Sheet MDD
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Fund Objectives
The primary investment objective of this fund is to provide the investors with moderate levels of income and long-term capital growth.
The fund will hold other unit trusts that invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
Monthly Prices
Dec 24
R 2.62    R 0.-4
   -1.5%
High Avg. Low
R 2.66 R 2.53 R 2.39
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.15%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2006 19 years ago
Fund Benchmark
CPI + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 407 Mil.


Baroque Moderato FOF Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Distributions Info (in cents)
Q4 of 2023 3.57
Q2 of 2023 3.54
See Also
Sygnia CPI + 2% Fund
Assetbase CPI 4% FOF
Sygnia Skeleton Balanced 60 Fund
Novare Balanced Fund
Analytics Moderate FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.