• Fund Type: Open-End Fund
  • Objective: Conservative Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Global

4D Wealth Management - Flexible Fund

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4DWFLEX:SJ

115.58 ZAr 0.93 0.81%

As of 00:59:30 ET on 04/17/2014.

Snapshot for 4D Wealth Management - Flexible Fund (4DWFLEX)

Year To Date: +1.76% 3-Month: +0.94% 3-Year: - 52-Week Range: 105.20 - 118.18
1-Month: +0.57% 1-Year: +8.10% 5-Year: - Beta vs SACPI: -

Mutual Fund Chart for 4DWFLEX

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  • 4DWFLEX:SJ 115.58
  • 1M
  • 1Y
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Fund Profile & Information for 4DWFLEX

4D Wealth Management - Flexible Fund is an open-end fund incorporated in South Africa. The Fund's objective is to maximize total return. The Fund invests in a flexible portfolio actively investing across different asset classes. The Fund may invest in global and local equity securities, government, corporate and inflation linked bonds, debentures, non-equity securities, property shares, etc.

Inception Date: 03-01-2012 Telephone: 0043-0117227390
Managers: REON COETZEE
Web Site: -

Fundamentals for 4DWFLEX

NAV (on 2014-04-17) 115.58
Assets (M) (on 2014-04-17) 65.93
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 500.00

Dividends for 4DWFLEX

Dividend Type Income
Dividend Frequency Semi-Anl
Last Dividend Net (on 2014-01-03) 1.20
Dividend Yield (ttm) 1.86

Fees & Expenses for 4DWFLEX

Front Load -
Back Load -
Current Mgmt Fee 0.91
Redemption Fee -
12b1 Fee -
Expense Ratio 0.98

Top Fund Holdings for 4DWFLEX

Filing Date: 12/31/2013
Name Position Value % of Total
BHP Billiton PLC 24,168 7,827,774 12.611%
Cie Financiere Richemont SA 56,695 5,929,163 9.552%
SABMiller PLC 11,104 5,915,656 9.531%
Naspers Ltd 4,419 4,843,268 7.803%
MTN Group Ltd 20,239 4,392,268 7.076%
Anglo American PLC 14,947 3,422,863 5.514%
Sasol Ltd 6,191 3,185,270 5.132%
British American Tobacco PLC 3,438 1,925,727 3.102%
Standard Bank Group Ltd 13,622 1,762,959 2.840%
Old Mutual PLC 52,858 1,733,214 2.792%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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