|
| Methodical Bond Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Methodical Bond Fund Fact Sheet MDD
|
|---|
|
| Fund Sector |
|---|
| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
|---|
0.58%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Jan 2021 |
5 years ago |
| Fund Benchmark |
|---|
| Jse Albi Index |
|
| Methodical Bond Fund Unit Prices |
|---|
|
|
|
|
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 2.08 |
|---|
| Q4 of 2022 | 1.96 |
|---|
| Q3 of 2022 | 2.02 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
| Methodical |
| Investment Management |
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|