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| Alex Forbes Pure Fixed Interest Fund Fact Sheet MDD |
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Alex Forbes Pure Fixed Interest Fund Fact Sheet MDD
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The investment objective of this fund is to generate steady growth of capital and income .
The fund will invest in fixed-interest instruments that may have no more than 1 year maturity dates.
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| Fund Sector |
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| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
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1.00%-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 2001 |
25 years ago |
| Fund Benchmark |
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| ALBI + Ftse Wgbi |
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| Alex Forbes Pure Fixed Interest Fund Unit Prices |
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DYN
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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