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| New Road Moderate FOF Fact Sheet MDD |
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New Road Moderate FOF Fact Sheet MDD
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| Fund Sector |
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
0.98%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annually |
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| Launch Date |
| Oct 2020 |
6 years ago |
| Fund Benchmark |
| Sector Avg |
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| New Road Moderate FOF 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.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| New Road Capital |
| Investment Management |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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