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| Analytics Moderate FOF Fact Sheet MDD |
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Analytics Moderate FOF Fact Sheet MDD
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This fund of funds aims to achieve moderate capital growth while minimising capital loss.
the fund invests in equities , interest bearing securities , property and money market instruments to meet its stated investment objective.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2014 |
12 years ago |
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| Analytics Moderate FOF Unit Prices |
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DYN
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.85 |
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| Q4 of 2022 | 1.70 |
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| Asset Allocation Analysis |
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| CI |
| Collective Investments |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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