Dynasty Wealth Preserver Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 471 Mil.


Dynasty Wealth Preserver Fund 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

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Distributions Info (in cents)
See Also
Stanlib Multi-Manager Defensive Balanced Fund
Personal Trust Managed Fund
Coronation Balanced Defensive Fund
SIM Absolute Fund
Autus Cautious Fund
Asset Allocation Analysis
Fund Management
Management Company
CI
Collective Investments
Asset Manager
Dynasty
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.