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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 |
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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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2025 years ago |
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| Alex Forbes Superior Yield Fund Unit Prices |
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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.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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