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| Instit Enhanced Yield Fund Fact Sheet MDD |
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Instit Enhanced Yield Fund Fact Sheet MDD
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The main investment objective of this 2018 unit trust fund is to enhance the funds income yields through use of short dated local interest bearing securities to deliver a diversified money market income streams.
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| Fund Sector |
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| SA – Interest Bearing – Short Term |
| Fund Maximum Annual Fee * |
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0.26%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Monthly |
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| Launch Date |
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| Jun 2018 |
8 years ago |
| Fund Benchmark |
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| Stefi Index |
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| Instit Enhanced Yield Fund Unit Prices |
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In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
DYN
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| Distributions Info (in cents) |
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| Q4 of 2022 | 1.60 |
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| Q3 of 2022 | 1.40 |
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| Q2 of 2022 | 1.31 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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