Aeon Active Equity Fund Fact Sheet MDD
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Fund Objectives
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 .
Monthly Prices
Dec 24
R 1.38    R 0.-2
   -1.43%
High Avg. Low
R 1.41 R 1.30 R 1.18
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.88%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2019 6 years ago
Fund Benchmark
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 41 Mil.


Aeon Active 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 PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

Distributions Info (in cents)
Q4 of 2022 4.22
See Also
Dotport Equity Fund
Bateleur SA Equity Fund
Nedgroup Investments SA Equity Fund
Nedgroup Investments Rainmaker Fund
Ninety One Equity Fund
Asset Allocation Analysis
Fund 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.