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| Instit Managed Fund Fact Sheet MDD |
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Instit Managed Fund Fact Sheet MDD
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This level 3 risk profiled fund main investment objective is to offer investors a moderate to high long term total return.
In order to meet its stated objective the fund will invest in equity securities , interest bearing securities ,real estate shares, money markets instruments and other forms of liquid assets.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.58%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Oct 2014 |
12 years ago |
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| Instit Managed Fund Unit Prices |
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DYN
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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| Distributions Info (in cents) |
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| Q4 of 2022 | 2.15 |
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| Q2 of 2022 | 1.72 |
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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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