Morningstar

4D FR Moderate Fund of Funds S1 4DMS1

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return ZAR 2.84  /  −0.02 %
  • Fund Size ZAR 590.6M
  • Adjusted Expense Ratio —
  • Net Expense Ratio 2.400%
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category ZAR Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.79%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis 4DMS1

Will 4DMS1 outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 4DMS1’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 4DMS1 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 4DMS1’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

4D FR Moderate FoF S1 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings 4DMS1

More 4DMS1 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PSG Balanced D

10.08 59M
—

Satrix Balanced Index A1

10.02 59M
—

Prescient Balanced A2

10.02 59M
—

Granate FR Balanced B

10.01 59M
—

Nedgroup Inv Core Diversified B

9.99 59M
—

Old Mutual Global Equity B1

9.72 57M
—

4D FR Flexible A

9.00 53M
—

36ONE FR SA Equity C1

7.82 46M
—

PortfolioMetrix FR Dynamic Income B

4.09 24M
—

Allan Gray - Orbis Global Equity FF

4.01 23M
—

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