Dynasty Wealth Preserver Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Dynasty Wealth Preserver Fund Fact Sheet MDD
Fund Objectives

Monthly Prices
Dec 24
R 20.70    R -.11
   -0.53%
High Avg. Low
R 20.81 R 20.18 R 19.48
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2025 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 471 Mil.


Dynasty Wealth Preserver Fund 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, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

Distributions Info (in cents)
See Also
Sim Inflation Plus Fund
Bovest Conservative FOF
Coronation Balanced Defensive Fund
Autus Cautious Fund
Personal Trust Managed Fund
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.