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| Aluwani Flexible Income Fund Fact Sheet MDD |
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Aluwani Flexible Income Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.35%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Feb 2021 |
5 years ago |
| Fund Benchmark |
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| Stefi + 2% |
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| Aluwani Flexible Income Fund Unit Prices |
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Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.22 |
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| Q2 of 2023 | 2.12 |
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| Q1 of 2023 | 2.04 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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