Old Mutual Top 40 Fund MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives


The Technical Details

Old Mutual Top 40 Fund
Fund Sector
SA – Equity – Large Cap
Launch Date
Jan 2001 23 years ago
Fund Benchmark
Jse Top 40 Index
Fund Maximum Annual Fee *
0.69%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Minimum Investments
R10 000/R 500
Lump Sum/Debit Order
Distribution Frequency
Quarterly
Fund Risk Rating
1 2 3 4 5 Medium High

NAV Prices

Old Mutual Top 40 Fund
Jul 24
R 14.02    R 0.31
   2.26%
High Avg. Low
R 14.02 R 13.14 R 12.35

The Dividends

Old Mutual Top 40 Fund
Total Distributions Quarterly

The Management

Old Mutual Top 40 Fund

Asset Allocations

Fund Size R 1.3 Bil.

Fund Activities

Old Mutual Top 40 Fund

Did You Know ?
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

See Also

Satrix Swix Top 40 Portfolio
SIM Top 40 Index Fund
Satrix 40 ETF
Old Mutual Top 40 Fund
©2012-2024 NGCSOFT

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The Fund Aims and Objectives


The Technical Details

Old Mutual Top 40 Fund
Fund Sector
SA – Equity – Large Cap
Launch Date
Jan 2001 23 years ago
Fund Benchmark
Jse Top 40 Index
Fund Maximum Annual Fee *
0.69%-N
Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments
R10 000/R 500
Lump Sum/Debit Order
Distribution Frequency
Quarterly
Fund Risk Rating
1 2 3 4 5 Medium High

Asset Allocations

Fund Size R 1.3 Bil.

The Management

Old Mutual Top 40 Fund

See Also

Satrix Swix Top 40 Portfolio
SIM Top 40 Index Fund
Satrix 40 ETF
Old Mutual Top 40 Fund

NAV Prices

Old Mutual Top 40 Fund
Jul 24
R 14.02    R 0.31
   2.26%
High Avg. Low
R 14.02 R 13.14 R 12.35

The Dividends

Old Mutual Top 40 Fund
Total Distributions Quarterly

Fund Activities

Old Mutual Top 40 Fund
Did You Know ?
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Allan Gray Foord SIM Coronation Satrix
©2012-2024 NGCSOFT