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36One SA Equity Fund Fact Sheet MDD |
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36One SA Equity Fund Fact Sheet MDD
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The fund's main aim is capital growth over a long period of time . With its 95% local equity exposure , the fund is very much equity concentrated .
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High | Avg. | Low |
R 2.45 | R 2.22 | R 1.94 |
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Fund Sector |
SA – Equity – General |
Fund Maximum Annual Fee * |
0.98%-Y Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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Launch Date |
Sep 2014 |
11 years ago |
Fund Benchmark |
JSE Capeed Swix Alsi |
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36One SA Equity Fund Unit Prices |
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Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
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% .
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
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Distributions Info (in cents) |
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Q2 of 2023 | 1.68 |
Q4 of 2022 | 2.08 |
Q2 of 2022 | 1.76 |
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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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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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