Ampersand Balanced 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 *
0.78%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Oct 2022 4 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 311 Mil.


Ampersand Balanced 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 ?

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

Distributions Info (in cents)
See Also
Prescient Balanced Fund
Rezco Value Trend Fund
Autus Balanced Fund
Affinity Growth Fund
Stanlib Multi Manager Medium High Equity Fof
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Ampersand
Asset Management
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.