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| Old Mutual Flexible Fund Fact Sheet MDD |
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Old Mutual Flexible Fund Fact Sheet MDD
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| Fund Sector |
| SA – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
1.50%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annually |
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| Launch Date |
| Aug 1996 |
30 years ago |
| Fund Benchmark |
| Cpi + 5%-7% |
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| Old Mutual Flexible Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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% .
DYN
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| Distributions Info (in cents) |
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| Q2 of 2023 | 30.65 |
| Q4 of 2022 | 33.46 |
| Q2 of 2022 | 12.44 |
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| Asset Allocation Analysis |
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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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