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| Ampersand Property Fund Fact Sheet MDD |
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Ampersand Property Fund Fact Sheet MDD
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The main objective of this property fund is to generate for its investors moderate income andlong term capital growth.
The fund will invest in property equities and in companies that generate portion of thier income from property investments.
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| Fund Sector |
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| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Nov 2013 |
13 years ago |
| Fund Benchmark |
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| Jse SAPY Index |
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| Ampersand Property Fund Unit Prices |
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DYN
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
DYN
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.26 |
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| Q2 of 2023 | 1.62 |
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| Q1 of 2023 | 0.55 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Ampersand |
| Asset Management |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| 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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