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
Dec 24
R 5.74    R 0.-6
   -1.03%
High Avg. Low
R 5.80 R 5.55 R 5.28
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 11 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 Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.

Distributions Info (in cents)
Q2 of 2023 2.85
Q4 of 2022 1.70
See Also
Multi Asset Balanced Fund
Camissa Protector Fund
Stanlib Multi Manager Real Return Fund
Stanlib Absolute Plus Fund
Old Mutual Dynamic Floor Fund
Asset Allocation Analysis
Fund Management
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.