New Road Moderate FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
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
Fund Information
Launch Date
Oct 2020 5 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 595 Mil.


New Road 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 ?

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Distributions Info (in cents)
See Also
Assetbase CPI 4% FOF
Grayswan Moderate FOF
Adviceworx Inflation Plus 3-4% FOF
Allan Gray Balanced Fund
Aeon Balanced 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.