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| Autus Cautious Fund Fact Sheet MDD |
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Autus Cautious Fund Fact Sheet MDD
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The investment objective of this fund is provide stablecapital growth over the medium to long-term . To meet its stated objective the fund will invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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| Fund Sector |
| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
1.32%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Quarterly |
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| Launch Date |
| Mar 2006 |
20 years ago |
| Fund Benchmark |
| 20% Alsi; 70% Stefi; |
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| Autus Cautious Fund Unit Prices |
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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.
DYN
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 0.03 |
| Q3 of 2023 | 0.02 |
| Q2 of 2023 | 0.03 |
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| Asset Allocation Analysis |
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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