Methodical Bond Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
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
Fund Information
Launch Date
Jan 2021 5 years ago
Fund Benchmark
Jse Albi Index
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 247 Mil.


Methodical Bond 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 ?

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
See Also
SIM Bond Index Fund
Allan Gray Bond Fund
SIM Bond Fund
Balondolozi Bond Fund
Coronation Bond Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Methodical
Investment Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.