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| Granate Multi Income Fund Fact Sheet MDD |
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Granate Multi Income Fund Fact Sheet MDD
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This Stefi + 1% bechmark unit trust fund aims to provide consisted positive returns that outperform money market and traditional income funds over the medium to long term.
The fund will invest in money markets instruments , interest bearing securities , bonds, debts, and other securities to meetits stated objective.
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| Fund Sector |
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| SA – Multi Asset – Income |
| Fund Maximum Annual Fee * |
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0.57%-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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| Apr 2016 |
10 years ago |
| Fund Benchmark |
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| Stefi Index + 1% |
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| Granate Multi Income Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 2.12 |
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| Q2 of 2023 | 2.16 |
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| Q1 of 2023 | 1.97 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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