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| Instit Managed Fund Fact Sheet MDD |
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Instit Managed Fund Fact Sheet MDD
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This level 3 risk profiled fund main investment objective is to offer investors a moderate to high long term total return.
In order to meet its stated objective the fund will invest in equity securities , interest bearing securities ,real estate shares, money markets instruments and other forms of liquid assets.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.58%-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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| Oct 2014 |
12 years ago |
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| Instit Managed 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.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.
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| Distributions Info (in cents) |
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| Q4 of 2022 | 2.15 |
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| Q2 of 2022 | 1.72 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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