Alex Forbes Superior Yield Fund Fact Sheet MDD
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Fund Objectives
The fund main objective for investors on this unit trust fund is superior returns that are above of money market funds while also maintaining some high degree of liquidity and capital preservation.
To meet the stated objective the fund will include a combination of instruments both listed and non-listed and any other instruments to meet the objective of the fund.
Monthly Prices
Dec 24
R 1.01    R 0.00
   0%
High Avg. Low
R 1.01 R 1.01 R 1.00
Fund Information
Fund Sector
SA – Interest Bearing – Short Term
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2025 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 2.6 Bil.


Alex Forbes Superior Yield Fund 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 ?

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

Distributions Info (in cents)
See Also
Stanlib Extra Income Fund
Ninety One Stefi Plus Fund
Coronation Defensive Income Fund
Instit Enhanced Yield Fund
Nedgroup Investments Core Income Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.