Plexus Wealth Property Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Real Estate – General
Fund Maximum Annual Fee *
1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Mar 2017 9 years ago
Fund Benchmark
Jse Sapy TR Index
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 238 Mil.


Plexus Wealth Property Fund 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 ?

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

DYN

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Distributions Info (in cents)
Q3 of 2023 0.41
Q2 of 2023 1.62
Q1 of 2023 0.22
Q4 of 2022 1.92
See Also
Anchor Property Fund
Nedgroup Investments Property Fund
Marriott Property Equity Fund
Ninety One Property Equity Fund
Satrix Property ETF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Xcede
Asset Managers
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.