AS Forum Aggressive FOF Fact Sheet MDD
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Fund Objectives
The investment objective of this level 4 risk profiled fund is to provide the investors with high capital growth over the longer term period.
The fund will invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets to meet its stated investment objective.
Monthly Prices
Mar 25
R 3.46    R 0.-4
   -1.14%
High Avg. Low
R 3.50 R 3.39 R 3.17
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.32%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2006 19 years ago
Fund Benchmark
Cpi + 7%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 494 Mil.


AS Forum Aggressive 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 ?

Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

DYN

Olympiad Investment Managers was founded by Anton van Niekerk .

Distributions Info (in cents)
Q4 of 2022 3.20
Q2 of 2022 6.20
See Also
Sim Balanced Fund
Obsidian Balanced Fund
Prescient Balanced Fund
Ninety One Managed Fund
Caleo Balanced FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
AS Forum |AS Sure
Investment Services
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
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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