Montrose Flexible FOF Fact Sheet MDD
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Fund Objectives
The investment objective of this 2007 flexible fund is to provide investors with with high long-term capital growth through investing in , among others, shares, property , money market instruments, bonds and other interest bearing instruments.
Monthly Prices
Fund Information
Fund Sector
Worldwide – Multi Asset – Flexible
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
May 2007 19 years ago
Fund Benchmark
Repo Rate + 2%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 56 Mil.


Montrose Flexible FOF Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

DYN

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Distributions Info (in cents)
Q2 of 2023 0.00
Q4 of 2022 0.00
Q2 of 2022 0.00
See Also
RCI Worldwide Flexible Fund
Old Mutual Maximum Return Fund
Prosperity Worldwide Flexible FOF
Signature Worldwide Flexible FOF
Bci Worldwide Flexible Style Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Asset Manager
Montrose
Asset Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.