TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Aeon Active 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 aims to outperform the benchmark over different investment cycles that will return capital growth to the investors over a long term period . In meeting the stated objective, the fund will constantly employs inhouse growth methodology and manages risks through discipled portfolio construction .

The Technical Details
	Aeon Active Equity Fund

Fund Sector
SA – Equity – General

Launch Date
Jan 2019	5 years ago

Fund Benchmark

Fund Maximum Annual Fee *
0.88%-N Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R10 000/R1 000 Lump Sum/Debit Order

Distribution Frequency
Bi-Annually

Fund Risk Rating

1	2	3	4	5	High

NAV Prices Aeon Active Equity Fund

Jul 24 R 1.32 ⇑    R 0.04 ⇑    3.13%

High Avg. Low R 1.32 R 1.24 R 1.18

The Dividends Aeon Active Equity Fund

Total Distributions Bi-Annually

The Management Aeon Active Equity Fund

Asset Allocations

Fund Size	R 41 Mil.

Fund Activities Aeon Active Equity Fund

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

Did You Know ?
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
10X Investments acquired CoreShares in 2022.
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 Aeon Active Equity Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Aeon Active Equity Fund A unit trust fund managed and admin by Prescient Management Company D.Y.K ? JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
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 aims to outperform the benchmark over different investment cycles that will return capital growth to the investors over a long term period . In meeting the stated objective, the fund will constantly employs inhouse growth methodology and manages risks through discipled portfolio construction . The Technical Details Aeon Active Equity Fund Fund Sector SA – Equity – General Launch Date Jan 2019 5 years ago Fund Benchmark Fund Maximum Annual Fee * 0.88%-N Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R10 000/R1 000 Lump Sum/Debit Order Distribution Frequency Bi-Annually Fund Risk Rating 1 2 3 4 5 High Asset Allocations Fund Size R 41 Mil. The Management Aeon Active Equity Fund See Also Ninety One Equity Fund Hollard Equity Fund 10x S&P Global Dividend Aristocrats Etf Aluwani Top 25 Equity Fund Momentum Equity Fund NAV Prices Aeon Active Equity Fund Jul 24 R 1.32 ⇑    R 0.04 ⇑    3.13% High Avg. Low R 1.32 R 1.24 R 1.18 The Dividends Aeon Active Equity Fund Total Distributions Bi-Annually Fund Activities Aeon Active Equity Fund Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023. Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM). 10X Investments acquired CoreShares in 2022. 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 1.32 Jun R 1.28 May 24 R 1.25 Apr 24 R 1.22 Mar 24 R 1.21
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