Portfoliometrix SA Bond Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Interest Bearing – Short Term
Fund Maximum Annual Fee *
0.67%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jul 2015 11 years ago
Fund Benchmark
Jse Albi Index
Fund Risk Rating
1 2 3 4 5 Low Med
Fund Size
R 6.0 Bil.


Portfoliometrix SA Bond 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 ?

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.

Distributions Info (in cents)
Q2 of 2023 5.07
Q4 of 2022 4.88
Q2 of 2022 4.82
See Also
Foord Bond Fund
Instit Enhanced Yield Fund
Coronation Defensive Income Fund
M&G High Interest Fund
Ashburton SA Income Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
PortfolioMetrix
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.