|
| Fairtree Albi Plus Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Fairtree Albi Plus Fund Fact Sheet MDD
|
|---|
|
The investment objective of this 2017 unit trust fund is the return of income and capital that is aboove Jse Albi + 1% for the investors.
The fund will seek out mispriced opportunities present in the inter and intra market arbitrage to meet its stated objective.
|
|
| Fund Sector |
|---|
| SA – Interest Bearing – Variable Term |
| Fund Maximum Annual Fee * |
|---|
0.75%-
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Apr 2017 |
9 years ago |
| Fund Benchmark |
|---|
| Besa Albi Index |
|
| Fairtree Albi Plus Fund Unit Prices |
|---|
|
|
|
|
In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.
In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Prescient |
| Management Company |
|
| Fairtree |
| Asset Management |
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|