The Fund Aims and Objectives
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The main aim of this unit trust is to generate long-term capital growth for the investors who can tolerate short-term to medium-term volatility of the equity markets. The fund will all the time be investd in the local equity securities, but will also use fixed income and offshore investment as permitted by its mandate.
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The Fund Aims and Objectives
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The main aim of this unit trust is to generate long-term capital growth for the investors who can tolerate short-term to medium-term volatility of the equity markets. The fund will all the time be investd in the local equity securities, but will also use fixed income and offshore investment as permitted by its mandate.
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The Technical Details
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Ashburton 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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Ashburton 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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Ashburton Equity Fund
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NAV Prices
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Ashburton Equity Fund
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High | Avg. | Low |
R 8.56 | R 8.28 | R 7.96 |
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The Dividends
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Ashburton Equity Fund
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Fund Activities
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Ashburton Equity Fund
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Did You Know ? |
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco. |
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% . |
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses. |
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999. |
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