AS Forum Aggressive FOF Fact Sheet MDD
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Fund Objectives
The investment objective of this level 4 risk profiled fund is to provide the investors with high capital growth over the longer term period.
The fund will invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets to meet its stated investment objective.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.32%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2006 20 years ago
Fund Benchmark
Cpi + 7%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 494 Mil.


AS Forum Aggressive 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 ?

Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.

DYN

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

Distributions Info (in cents)
Q4 of 2022 3.20
Q2 of 2022 6.20
See Also
Caleo Balanced FOF
Sim Balanced Fund
Affinity Growth Fund
Cordatus Balanced FOF
Wealthworks Managed FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
AS Forum |AS Sure
Investment Services
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.