Pws Moderate FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 1.49    R 0.-2
   -1.32%
High Avg. Low
R 1.51 R 1.43 R 1.34
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.94%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Mar 2017 8 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 1.7 Bil.


Pws 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 ?

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

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

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% .

Distributions Info (in cents)
Q4 of 2023 1.85
Q2 of 2023 1.83
See Also
Anchor Diversified Growth Fund
Fairtree Balanced Fund
Foord Balanced Fund
Fnb Growth FOF
Nedgroup Investments Managed Fund
Asset Allocation Analysis
Fund 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.