|
| Instit Managed Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Instit Managed Fund Fact Sheet MDD
|
|---|
|
This level 3 risk profiled fund main investment objective is to offer investors a moderate to high long term total return.
In order to meet its stated objective the fund will invest in equity securities , interest bearing securities ,real estate shares, money markets instruments and other forms of liquid assets.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
0.58%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Oct 2014 |
12 years ago |
|
| Instit Managed Fund Unit Prices |
|---|
|
|
|
|
DYN
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2022 | 2.15 |
|---|
| Q2 of 2022 | 1.72 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|