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| Amity Prudent FOF Fact Sheet MDD |
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Amity Prudent FOF Fact Sheet MDD
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This mixed assets fund aims to provide its investors with moderate capital growth over medium to long -term . It will meet its stated objective by investing in listed and non-listed equities , interest bearing securities, money market instruments and property securities.
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| Fund Sector |
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
1.50%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Quarterly |
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| Launch Date |
| Feb 2008 |
18 years ago |
| Fund Benchmark |
| Fund Sector Average |
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| Amity Prudent FOF Unit Prices |
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In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 5.67 |
| Q4 of 2022 | 3.79 |
| Q2 of 2022 | 5.13 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Amity |
| Investment Solutions |
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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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