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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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| Fund Sector |
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| SA – Interest Bearing – Short Term |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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2026 years ago |
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| Alex Forbes Superior Yield Fund Unit Prices |
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In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
DYN
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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