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| Plexus Wealth Property Fund Fact Sheet MDD |
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Plexus Wealth Property Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
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1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Mar 2017 |
9 years ago |
| Fund Benchmark |
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| Jse Sapy TR Index |
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| Plexus Wealth Property Fund Unit Prices |
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Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.41 |
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| Q2 of 2023 | 1.62 |
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| Q1 of 2023 | 0.22 |
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| Q4 of 2022 | 1.92 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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