Aluwani Flexible Income Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Dec 24
R 1.05 ⇓    R 0.-2
⇓    -1.87%
High Avg. Low
R 1.07 R 1.05 R 1.03
Fund Information
Fund Sector
SA – Multi Asset – Income
Fund Maximum Annual Fee *
0.35%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Feb 2021 4 years ago
Fund Benchmark
Stefi + 2%
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
Aluwani Flexible Income 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 ?

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Distributions Info (in cents)
Q3 of 2023 2.22
Q2 of 2023 2.12
Q1 of 2023 2.04
See Also
Ninety One Absolute Balanced Fund
Select Fixed Income Fund
Corion Income Fund
Aluwani Flexible Income Fund
Momentum Income Plus 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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.