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| Dynasty Wealth Preserver Fund Fact Sheet MDD |
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Dynasty Wealth Preserver Fund Fact Sheet MDD
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| Fund Sector |
| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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2026 years ago |
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| Dynasty Wealth Preserver Fund Unit Prices |
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Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| CI |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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