Analytics Moderate FOF Fact Sheet MDD
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Fund Objectives
This fund of funds aims to achieve moderate capital growth while minimising capital loss.
the fund invests in equities , interest bearing securities , property and money market instruments to meet its stated investment objective.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2014 12 years ago
Fund Benchmark
CPI + 5%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 494 Mil.


Analytics Moderate FOF Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

DYN

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

Distributions Info (in cents)
Q2 of 2023 2.85
Q4 of 2022 1.70
See Also
Sygnia Skeleton Balanced 60 Fund
Allan Gray Balanced Fund
Stanlib Multi Manager Real Return Fund
27four Balanced FOF
Grayswan Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
CI
Collective Investments
Asset Manager
Analytics
Portfolios
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.