Optimum 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 Technical Details

Optimum 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

Optimum Equity Fund
May 24
R 1.54    R 0.01
   0.65%
High Avg. Low
R 1.54 R 1.50 R 1.46

The Dividends

Optimum Equity Fund
Total Distributions

The Management

Optimum Equity Fund

Asset Allocations

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

Fund Activities

Optimum Equity Fund

Did You Know ?
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

See Also

Ashburton Equity Fund
Harvard House Equity Fund
Ninety One Equity Fund
Element Earth Equity Fund
Old Mutual Albaraka Equity Fund
©2012-2024 NGCSOFT

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The Fund Aims and Objectives


The Technical Details

Optimum 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

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

The Management

Optimum Equity Fund

See Also

Ninety One Value Fund
Element Earth Equity Fund
Clucasgray Equilibrium Fund
Momentum High Growth Fund
Optimum Equity Fund

NAV Prices

Optimum Equity Fund
May 24
R 1.54    R 0.01
   0.65%
High Avg. Low
R 1.54 R 1.50 R 1.46

The Dividends

Optimum Equity Fund
Total Distributions

Fund Activities

Optimum Equity Fund
Did You Know ?
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Allan Gray Nedgroup Foord Stanlib Sygnia
©2012-2024 NGCSOFT