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 ?

Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Distributions Info (in cents)
See Also
Prescient Yield Quantplus Fund
Nedgroup Investments Core Income Fund
Ninety One Stefi Plus Fund
Alex Forbes Superior Yield Fund
Foord Bond 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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.