Pws Moderate FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
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 9 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 ?

In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands

In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment

Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.

Distributions Info (in cents)
Q4 of 2023 1.85
Q2 of 2023 1.83
See Also
Wealthworks Managed FOF
Oasis Balanced Fund
Old Mutual Balanced Fund
Ninety One Managed Fund
Pws Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
PWS
Asset Managers
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.