Jbl Managed FOF Fact Sheet MDD
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Fund Objectives
The core investment aim of this 2017 unit trust is to provide a moderate capital growth foor its investors through investing in a mix of other unit trusts that invest in equities, interest bearings , real estate securities and money markets instruments .
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
May 2017 9 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 1.3 Bil.


Jbl Managed 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 ?

DYN

DYN

Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.

Distributions Info (in cents)
Q4 of 2023 22.39
Q2 of 2023 27.73
See Also
Grayswan Moderate FOF
Foord Conservative Fund
Montrose Moderate FOF
Assetbase CPI 4% FOF
Analytics Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
JBL
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.