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| Jbl Managed FOF Fact Sheet MDD |
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Jbl Managed FOF Fact Sheet MDD
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The core investment aim of this 2017 unit trust is to provide a moderate capital growth foor its investors through investing in a mix of other unit trusts that invest in equities, interest bearings , real estate securities and money markets instruments .
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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0.63%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| May 2017 |
9 years ago |
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| Jbl Managed FOF Unit Prices |
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Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
DYN
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 22.39 |
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| Q2 of 2023 | 27.73 |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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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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