|
| Ampersand Balanced FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Ampersand Balanced FOF Fact Sheet MDD
|
|---|
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
0.78%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Oct 2022 |
4 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Ampersand Balanced FOF Unit Prices |
|---|
|
|
|
|
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
| Ampersand |
| Asset Management |
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|