|
| Ampersand Property Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Ampersand Property Fund Fact Sheet MDD
|
|---|
|
The main objective of this property fund is to generate for its investors moderate income andlong term capital growth.
The fund will invest in property equities and in companies that generate portion of thier income from property investments.
|
|
| Fund Sector |
|---|
| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
|---|
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Nov 2013 |
13 years ago |
| Fund Benchmark |
|---|
| Jse SAPY Index |
|
| Ampersand Property Fund Unit Prices |
|---|
|
|
|
|
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
DYN
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 0.26 |
|---|
| Q2 of 2023 | 1.62 |
|---|
| Q1 of 2023 | 0.55 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
| Ampersand |
| Asset Management |
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|