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| Jbl Flexible FOF Fact Sheet MDD |
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Jbl Flexible FOF Fact Sheet MDD
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The fund aims to provide capial growth over the long term period to its investors by investing in other unit trust that in invests in various equities, property , interest bearing securities and money markets instruments.
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| R 14.68 | ⇓ | R 0.-2 |
| ⇓ | -0.14% |
| High | Avg. | Low |
| R 14.70 | R 14.23 | R 13.41 |
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| Fund Sector |
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| SA – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
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0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| May 2017 |
8 years ago |
| Fund Benchmark |
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| Cpi Index + 5% |
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| Jbl Flexible FOF Unit Prices |
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As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Conglomate Old Mutual acquired asset manager Marriott in 2005.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 15.00 |
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| Q2 of 2023 | 22.63 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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