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| 36One Equity Fund Fact Sheet MDD |
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36One Equity Fund Fact Sheet MDD
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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 .
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| R 10.75 | ⇓ | R 0.-5 |
| ⇓ | -0.46% |
| High | Avg. | Low |
| R 10.87 | R 10.34 | R 9.50 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15% - Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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| Sep 2005 |
20 years ago |
| Fund Benchmark |
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| JSE Capped SWIX Alsi |
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| 36One Equity Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 8.03 |
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| Q4 of 2022 | 16.89 |
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| Q2 of 2022 | 6.89 |
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| Asset Allocation Analysis |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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