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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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| 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 |
12 years ago |
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| Analytics Cautious FOF Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
DYN
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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