Personal Trust Managed Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Low Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 2.4 Bil.


Personal Trust Managed Fund 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 ?

In 22003, asset manager Coronation listed on the JSE stock exchange.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

DYN

Distributions Info (in cents)
See Also
Dynasty Wealth Preserver Fund
Argon Absolute Return Fund
Nfb Defensive FOF
Allan Gray Optimal Fund
SIM Inflation Beater Fund
Asset Allocation Analysis
Fund Management
Management Company
Personal Trusts
International
Asset Manager
Personal Trusts
International
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.