Celtis Flexible FOF Fact Sheet MDD
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Fund Objectives
the investment objective of the fund is to provide investors with an above average medium to long term total return.
It will invest in broad range of assets classes that includes liquid assets , equity securities, property, non equity instruments andmoney market instruments.
Monthly Prices
Fund Information
Fund Sector
Worldwide – Multi Asset – Flexible
Fund Maximum Annual Fee *
2.16% - N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Feb 2007 19 years ago
Fund Benchmark
CPI + 6%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 183 Mil.


Celtis Flexible 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 ?

DYN

In 22003, asset manager Coronation listed on the JSE stock exchange.

Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.

Distributions Info (in cents)
Q4 of 2023 2.27
Q2 of 2023 1.98
See Also
Anchor Worldwide Flexible Fund
Autus Worldwide Flexible Fund
Engelberg Global Feeder Fund
Montrose Flexible FOF
Bci Worldwide Opportunities Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Celtis
Financial Services
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.