Methodical Bond Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Mar 25
R 0.97    R 0.-3
   -3%
High Avg. Low
R 1.00 R 0.98 R 0.92
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 4 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 ?

Mvunonala Investments in 2017 was embroid in a scandal that involve the dissappearing of huge monies in Bophelo Beneficiary Fund. It never recover from that scandal.

In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

Distributions Info (in cents)
Q3 of 2023 2.08
Q4 of 2022 1.96
Q3 of 2022 2.02
See Also
Allan Gray Bond Fund
Alex Forbes Pure Fixed Interest Fund
Momentum Bond Fund
Coronation Bond Fund
SIM Bond Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Methodical
Investment Management
Fund Activities
Disclaimer
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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