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Baroque Moderato FOF Fact Sheet MDD |
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Baroque Moderato FOF Fact Sheet MDD
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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.
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High | Avg. | Low |
R 2.66 | R 2.53 | R 2.39 |
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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 |
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Launch Date |
Nov 2006 |
19 years ago |
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Baroque Moderato FOF Unit Prices |
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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.
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Distributions Info (in cents) |
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Q4 of 2023 | 3.57 |
Q2 of 2023 | 3.54 |
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Asset Allocation Analysis |
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Q3 of 2023 |
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Technical data added. |
Q3 of 2023 |
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Distribution info added. |
Q3 of 2023 |
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Asset Allocation added. |
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All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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