Bovest Conservative FOF Fact Sheet MDD
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Fund Objectives
Providing high income and stable income are the main pillars of this fund.
The investments of this fund will mirror a cautious risk profile that will comply with prudential guidlines.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Dec 2014 12 years ago
Fund Benchmark
Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 180 Mil.


Bovest Conservative 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 ?

Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.

DYN

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Distributions Info (in cents)
Q3 of 2023 2.01
Q2 of 2023 0.99
Q1 of 2023 1.95
See Also
Allan Gray Stable Fund
Stewart Absolute Return Blend FOF
Ninety One Cautious Managed Fund
SIM Absolute Fund
Assetmix Conservative Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Bovest
Capital
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.