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| Portfoliometrix SA Bond Fund Fact Sheet MDD |
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Portfoliometrix SA Bond Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Interest Bearing – Short Term |
| Fund Maximum Annual Fee * |
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0.67%-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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| Jul 2015 |
11 years ago |
| Fund Benchmark |
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| Jse Albi Index |
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| Portfoliometrix SA Bond 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.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 5.07 |
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| Q4 of 2022 | 4.88 |
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| Q2 of 2022 | 4.82 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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