Jbl Worldwide Flexible FOF Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
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
Fund Information
Launch Date
May 2017 9 years ago
Fund Benchmark
Cpi Index + 6%
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 641 Mil.


Jbl Worldwide Flexible 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

The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.

In 2020, Asset Protection international (API) ceased operating retail unit trusts.

Distributions Info (in cents)
Q4 of 2023 14.50
Q2 of 2023 17.14
See Also
Marriott Worldwide Flexible FOF
Nedgroup Investments Bravata Worldwide Flexible Fund
Octagon Worldwide Flexible FOF
RCI Worldwide Flexible Fund
Select Manager Worldwide Flexible FOF
Asset Allocation Analysis
Fund Management
Management Company
SIM| Sanlam
Investment Management
Asset Manager
JBL
Asset Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.