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| AS Forum Aggressive FOF Fact Sheet MDD |
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AS Forum Aggressive FOF Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.32%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2006 |
20 years ago |
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| AS Forum Aggressive FOF Unit Prices |
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In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
DYN
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| Distributions Info (in cents) |
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| Q4 of 2022 | 3.20 |
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| Q2 of 2022 | 6.20 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| AS Forum |AS Sure |
| Investment Services |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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