Harvard House 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

Harvard House 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

Harvard House Equity Fund
May 24
R 2.69    R 0.06
   2.28%
High Avg. Low
R 2.69 R 2.60 R 2.55

The Dividends

Harvard House Equity Fund
Total Distributions

The Management

Harvard House Equity Fund

Asset Allocations

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

Fund Activities

Harvard House Equity Fund

Did You Know ?
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
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).
Total assets under management (AUM) has breached the R3 trillion mark in 2022.

See Also

Old Mutual Equity Fund
Community Growth Fund
Personal Trust Sa Equity Fund
Nedgroup Investments Entrepreneur Fund
36One Sa Equity Fund
©2012-2024 NGCSOFT

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The Fund Aims and Objectives


The Technical Details

Harvard House 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

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

The Management

Harvard House Equity Fund

See Also

Satrix Equally Weighted Top 40 Index Fund
Tre Equity Fund
Anchor Equity Fund
Nedgroup Investments SA Equity Fund
Optimum Equity Fund

NAV Prices

Harvard House Equity Fund
May 24
R 2.69    R 0.06
   2.28%
High Avg. Low
R 2.69 R 2.60 R 2.55

The Dividends

Harvard House Equity Fund
Total Distributions

Fund Activities

Harvard House Equity Fund
Did You Know ?
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
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).
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Allan Gray Nedgroup Stanlib Satrix BCI
©2012-2024 NGCSOFT