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| Analytics Cautious FOF Fact Sheet MDD |
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Analytics Cautious FOF Fact Sheet MDD
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This unit trust fund aims to provide its investors with stable capital growth coupled with appropriate levels of income over a short-term period.
the fund will invest in other funds that invests in money market istruments , interest-bearing instruments and other income generating assets.
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| High | Avg. | Low |
| R 3.09 | R 3.02 | R 2.93 |
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| Fund Sector |
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| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
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1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Jan 2014 |
11 years ago |
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| Analytics Cautious FOF Unit Prices |
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In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.49 |
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| Q1 of 2023 | 1.88 |
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| Q4 of 2022 | 1.02 |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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