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| Ashburton Global Leaders Zar Equity Feeder Fund Fact Sheet MDD |
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Ashburton Global Leaders Zar Equity Feeder Fund Fact Sheet MDD
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The investment aim of this feeder fund is long-term capital growth while preservr capital regardless of market conditions. the fund will invest in companies whose primary source of income or major assets are based in countries worldwide.
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| Fund Sector |
| Global – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
0.63%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annually |
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| Launch Date |
| Apr 2019 |
7 years ago |
| Fund Benchmark |
| Global Larger Cap Bl |
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| Ashburton Global Leaders Zar Equity Feeder Fund Unit Prices |
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DYN
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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