The Fund Aims and Objectives
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The fund's main aim is capital growth over a long period of time . With its 95% local equity exposure , the fund is very much equity concentrated .
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The Fund Aims and Objectives
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The fund's main aim is capital growth over a long period of time . With its 95% local equity exposure , the fund is very much equity concentrated .
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The Technical Details
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36One Sa Equity Fund
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Fund Sector
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SA – Equity – General
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Launch Date |
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2024 years ago |
Fund Maximum Annual Fee * |
Y or N indicate if performance fee levied or not. Advisor fee included. |
Minimum Investments |
Lump Sum/Debit Order |
Asset Allocations
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36One Sa Equity Fund
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Fund Asset Allocations | Fund Size : |
H1 | | | | |
EQUITIES | . | . | . | . |
MM INSR* | . | . | . | . |
REAL ESTATE | . | . | . | . |
FOF | . | . | . | . |
OTHERS | . | . | . | . |
* Money Markets Instruments |
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The Management
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36One Sa Equity Fund
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NAV Prices
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36One Sa Equity Fund
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High | Avg. | Low |
R 2.13 | R 2.02 | R 1.94 |
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The Dividends
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36One Sa Equity Fund
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Total Distributions |
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Q4 of 2022 | 2.08 |
Q2 of 2022 | 1.76 |
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Fund Activities
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36One Sa Equity Fund
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Did You Know ? |
Nedbank Investments's BettaBeta merged into CoreShares in 2015. |
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds. |
Total assets under management (AUM) has breached the R3 trillion mark in 2022. |
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry. |
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