TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs 36One Equity Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

The fund's main and primary investment objective is that of generating sustainable capital growth for its investors. In trying to meet it stated objective the fund will always maintain the 80% equity exposure and other various investment instruments will be used to meet the fund objective .

The Technical Details
	36One Equity Fund

Fund Sector
SA – Equity – General

Launch Date
Sep 2005	19 years ago

Fund Benchmark
JSE Capped SWIX Alsi Index

Fund Maximum Annual Fee *
1.15% - Y Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
None/None Lump Sum/Debit Order

Distribution Frequency

Fund Risk Rating

1	2	3	4	5	High

NAV Prices 36One Equity Fund

Jul 24 R 10.53 ⇑    R 0.24 ⇑    2.33%

High Avg. Low R 10.53 R 9.96 R 9.49

The Dividends 36One Equity Fund

Total Distributions Q4 of 2023 9.01 Q2 of 2023 8.03 Q4 of 2022 16.89 Q2 of 2022 6.89

The Management 36One Equity Fund

Asset Allocations

Fund Size	R 7.2 Bil.

Fund Activities 36One Equity Fund

Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added.

Did You Know ?
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats 36One Equity Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of 36One Equity Fund A unit trust fund managed and admin by Boutique Collective Investments. D.Y.K ? Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
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 -	The Fund Aims and Objectives The fund's main and primary investment objective is that of generating sustainable capital growth for its investors. In trying to meet it stated objective the fund will always maintain the 80% equity exposure and other various investment instruments will be used to meet the fund objective . The Technical Details 36One Equity Fund Fund Sector SA – Equity – General Launch Date Sep 2005 19 years ago Fund Benchmark JSE Capped SWIX Alsi Index Fund Maximum Annual Fee * 1.15% - Y Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments None/None Lump Sum/Debit Order Distribution Frequency Fund Risk Rating 1 2 3 4 5 High Asset Allocations Fund Size R 7.2 Bil. The Management 36One Equity Fund See Also Nedgroup Investments Rainmaker Fund Old Mutual Multi-Managers Equity FOF Sygnia Transnational Equities Fund Momentum High Growth Fund Nedgroup Investments SA Equity Fund NAV Prices 36One Equity Fund Jul 24 R 10.53 ⇑    R 0.24 ⇑    2.33% High Avg. Low R 10.53 R 9.96 R 9.49 The Dividends 36One Equity Fund Total Distributions Q4 of 2023 9.01 Q2 of 2023 8.03 Q4 of 2022 16.89 Q2 of 2022 6.89 Fund Activities 36One Equity Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? Coronation Fund Managers was founded in 1993, by 18 group of investment professionals. Total assets under management (AUM) has breached the R3 trillion mark in 2022. Nedbank Investments's BettaBeta merged into CoreShares in 2015. As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .	Jul 24 R 10.53 Jun R 10.29 May 24 R 10.24 Apr 24 R 10.11 Mar 24 R 10.09
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