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| Brenthurst Global Balanced Feeder Fund Fact Sheet MDD |
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Brenthurst Global Balanced Feeder Fund Fact Sheet MDD
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This global feeder fund aims to provide a balance between capital preservation and capital growth over the full investment cycle.
The underlyin fund will invest in equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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| Fund Sector |
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| Global – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.17%-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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| Jan 2021 |
5 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Brenthurst Global Balanced Feeder Fund Unit Prices |
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Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
DYN
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| Distributions Info (in cents) |
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| Q2 of 2023 | 0.00 |
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| Q4 of 2022 | 0.00 |
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| Q2 of 2022 | 0.00 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| 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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