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| Grayswan Moderate FOF Fact Sheet MDD |
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Grayswan Moderate FOF Fact Sheet MDD
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the investment objective of this level 3 risk rated fund is to provide returns that outperform its peers over a rolling 3 year period.
to do this, the fund will invest in assets from other funds thhat invests in equities, bonds, money markets, and property securities.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.38%-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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| Jul 2017 |
9 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Grayswan Moderate FOF Unit Prices |
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In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
DYN
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| Distributions Info (in cents) |
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| Q2 of 2023 | 18.96 |
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| Q4 of 2022 | 25.15 |
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| Q2 of 2022 | 18.10 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| GrySwan |
| Financial Services |
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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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