|
| Amity Prudent FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Amity Prudent FOF Fact Sheet MDD
|
|---|
|
This mixed assets fund aims to provide its investors with moderate capital growth over medium to long -term .
It will meet its stated objective by investing in listed and non-listed equities , interest bearing securities, money market instruments and property securities.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
|---|
1.50%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Feb 2008 |
18 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Amity Prudent FOF Unit Prices |
|---|
|
|
|
|
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
Olympiad Investment Managers was founded by Anton van Niekerk .
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 5.67 |
|---|
| Q4 of 2022 | 3.79 |
|---|
| Q2 of 2022 | 5.13 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
| Amity |
| Investment Solutions |
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|