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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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| High | Avg. | Low |
| R 3.50 | R 3.30 | R 3.11 |
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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 |
19 years ago |
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| AS Forum Aggressive FOF Unit Prices |
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In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
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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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| 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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