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
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
2026 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).

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

Distributions Info (in cents)
See Also
Nedgroup Investments Core Income Fund
Portfoliometrix SA Bond Fund
Instit Enhanced Yield Fund
Stanlib Extra Income Fund
Alex Forbes Superior Yield Fund
Asset Allocation Analysis
Fund Management
Management Company
Alex Forbes
Investments
Asset Manager
Alex Forbes
Investments
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.