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| Autus Cautious Fund Fact Sheet MDD |
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Autus Cautious Fund Fact Sheet MDD
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The investment objective of this fund is provide stablecapital growth over the medium to long-term . To meet its stated objective the 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 |
| SA – Multi Asset – Low Equity |
| Fund Maximum Annual Fee * |
1.32%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Quarterly |
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| Launch Date |
| Mar 2006 |
20 years ago |
| Fund Benchmark |
| 20% Alsi; 70% Stefi; |
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| Autus Cautious Fund Unit Prices |
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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.
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).
In 2020, Asset Protection international (API) ceased operating retail unit trusts.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 0.03 |
| Q3 of 2023 | 0.02 |
| Q2 of 2023 | 0.03 |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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