|
| Jbl Worldwide Flexible FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Jbl Worldwide Flexible FOF Fact Sheet MDD
|
|---|
|
The investment objective of this unit trust fund is to provide investors with capital growth over a long term through investing in other unit trust that got exposure to foreign equities securities, real estate securities , interest bearing securities , money market instruments and other form of liquid form of assets.
|
|
| Fund Sector |
|---|
| Worldwide – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
|---|
0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| May 2017 |
9 years ago |
| Fund Benchmark |
|---|
| Cpi Index + 6% |
|
| Jbl Worldwide Flexible FOF Unit Prices |
|---|
|
|
|
|
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
10X Investments acquired CoreShares in 2022.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2023 | 14.50 |
|---|
| Q2 of 2023 | 17.14 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|