Analytics Moderate FOF Fact Sheet MDD
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Fund Objectives
This fund of funds aims to achieve moderate capital growth while minimising capital loss.
the fund invests in equities , interest bearing securities , property and money market instruments to meet its stated investment objective.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2014 12 years ago
Fund Benchmark
CPI + 5%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 494 Mil.


Analytics Moderate FOF 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 ?

Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

Asset manager Marriott Unit Trusts Manco was founded in 1987.

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

Distributions Info (in cents)
Q2 of 2023 2.85
Q4 of 2022 1.70
See Also
Old Mutual Dynamic Floor Fund
Coronation Capital Plus Fund
Stanlib Multi Manager Real Return Fund
Edge Balanced Fund
Platinum Balanced FOF
Asset Allocation Analysis
Fund Management
Management Company
CI
Collective Investments
Asset Manager
Analytics
Portfolios
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.