36One Equity Fund Fact Sheet MDD
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Fund Objectives
The fund's main and primary investment objective is that of generating sustainable capital growth for its investors.
In trying to meet it stated objective the fund will always maintain the 80% equity exposure and other various investment instruments will be used to meet the fund objective .
Monthly Prices
Mar 25
R 10.81    R -.20
   -1.82%
High Avg. Low
R 11.01 R 10.61 R 10.11
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.15% - Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
Sep 2005 20 years ago
Fund Benchmark
JSE Capped SWIX Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 7.2 Bil.


36One Equity Fund Unit Prices
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
Did You Know ?

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).

N-e-FG financial trading licence was revoked after funds were found missing . N-e-FG was founded by Corne Janse van Rensburg.

DYN

Distributions Info (in cents)
Q2 of 2023 8.03
Q4 of 2022 16.89
Q2 of 2022 6.89
See Also
Anchor Equity Fund
Denker Equity Fund
Citadel Sa Core Equity Fund
Ninety One Equity Fund
Prescient Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
36One
Asset Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.
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