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| Montrose Moderate FOF Fact Sheet MDD |
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Montrose Moderate FOF Fact Sheet MDD
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The primary investment objective of this fund is to provide the investors with moderate levels of income and long-term capital growth through real returns that are in excess of inflation plus 5% over rolling 3 years.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.15%-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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| May 2007 |
19 years ago |
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| Montrose Moderate FOF Unit Prices |
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In 2020, Asset Protection international (API) ceased operating retail unit trusts.
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 3.07 |
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| Q4 of 2022 | 2.64 |
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| Q2 of 2022 | 0.14 |
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| Asset Allocation Analysis |
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| Montrose |
| Asset Management |
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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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