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| Aeon Active Equity Fund Fact Sheet MDD |
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Aeon Active Equity Fund Fact Sheet MDD
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The fund aims to outperform the benchmark over different investment cycles that will return capital growth to the investors over a long term period .
In meeting the stated objective, the fund will constantly employs inhouse growth methodology and manages risks through discipled portfolio construction .
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.88%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2019 |
7 years ago |
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| Aeon Active Equity Fund Unit Prices |
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Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Aeon |
| Investment Management |
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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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