Ashburton 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 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.

The Technical Details

Ashburton Equity Fund
Fund Sector
SA – Equity – General
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Ashburton Equity Fund
May 24
R 8.56    R 0.14
   1.66%
High Avg. Low
R 8.56 R 8.28 R 7.96

The Dividends

Ashburton Equity Fund
Total Distributions

The Management

Ashburton Equity Fund

Asset Allocations

Ashburton Equity Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

Fund Activities

Ashburton Equity Fund

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.

See Also

Prescient Equity Fund
Hollard Equity Fund
10x Top 60 Equity Index Fund
Tre Equity Fund
Clucasgray Equilibrium Fund
©2012-2024 NGCSOFT

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The Fund Aims and Objectives

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.

The Technical Details

Ashburton Equity Fund
Fund Sector
SA – Equity – General
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Ashburton Equity Fund
Fund Asset Allocations Fund Size :
H1
EQUITIES . . . .
MM INSR* . . . .
REAL ESTATE . . . .
FOF . . . .
OTHERS . . . .
* Money Markets Instruments

The Management

Ashburton Equity Fund

See Also

M&G Equity Fund
Old Mutual Albaraka Equity Fund
Sygnia Equity Fund
Community Growth Fund
Sygnia Swix Index Fund

NAV Prices

Ashburton Equity Fund
May 24
R 8.56    R 0.14
   1.66%
High Avg. Low
R 8.56 R 8.28 R 7.96

The Dividends

Ashburton Equity Fund
Total Distributions

Fund Activities

Ashburton Equity Fund
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.
Oasis H4 Coronation BCI Absa
©2012-2024 NGCSOFT