|
| Grayswan Moderate FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Grayswan Moderate FOF Fact Sheet MDD
|
|---|
|
the investment objective of this level 3 risk rated fund is to provide returns that outperform its peers over a rolling 3 year period.
to do this, the fund will invest in assets from other funds thhat invests in equities, bonds, money markets, and property securities.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
|---|
1.38%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Jul 2017 |
9 years ago |
| Fund Benchmark |
|---|
| Sector Avg |
|
| Grayswan Moderate FOF Unit Prices |
|---|
|
|
|
|
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 18.96 |
|---|
| Q4 of 2022 | 25.15 |
|---|
| Q2 of 2022 | 18.10 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| SIM| Sanlam |
| Investment Management |
|
| GrySwan |
| Financial Services |
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|