Analytics Moderate FOF Fact Sheet MDD
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Fund Objectives
This fund of funds aims to achieve moderate capital growth while minimising capital loss.
the fund invests in equities , interest bearing securities , property and money market instruments to meet its stated investment objective.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2014 12 years ago
Fund Benchmark
CPI + 5%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 494 Mil.


Analytics Moderate FOF 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 saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

Distributions Info (in cents)
Q2 of 2023 2.85
Q4 of 2022 1.70
See Also
Analytics Moderate FOF
Platinum Balanced FOF
Adviceworx Inflation Plus 3-4% FOF
Coronation Capital Plus Fund
ADB Balanced FOF
Asset Allocation Analysis
Fund Management
Management Company
CI
Collective Investments
Asset Manager
Analytics
Portfolios
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.