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Alex Forbes Superior Yield Fund Fact Sheet MDD |
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Alex Forbes Superior Yield Fund Fact Sheet MDD
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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.
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High | Avg. | Low |
R 1.01 | R 1.01 | R 1.00 |
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Fund Sector |
SA – Interest Bearing – Short Term |
Fund Maximum Annual Fee * |
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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Launch Date |
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2025 years ago |
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Alex Forbes Superior Yield Fund Unit Prices |
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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.
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Distributions Info (in cents) |
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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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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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