36One SA Equity Fund Fact Sheet MDD
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Fund Objectives
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 .
Monthly Prices
Fund Information
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.
Distribution Periods
Fund Information
Launch Date
Sep 2014 12 years ago
Fund Benchmark
JSE Capeed Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 3.9 Bil.


36One SA 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 ?

Piet Viljoen's RE:CM merged into Counterpoint in 2020.

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.

Distributions Info (in cents)
Q2 of 2023 1.68
Q4 of 2022 2.08
Q2 of 2022 1.76
See Also
Nedgroup Investments Entrepreneur Fund
Momentum Equity Fund
Portfoliometrix SA Equity Fund
36One Equity Fund
Community Growth 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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.