|
| Aluwani Top 25 Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Aluwani Top 25 Equity Fund Fact Sheet MDD
|
|---|
|
This high equity fund aims to provide high long term capital growth to its investors .
The fund has the mandate to invest up to 25 equities shares from the top 50 companies listed on the JSE.
|
|
| Fund Sector |
|---|
| SA – Equity – General |
| Fund Maximum Annual Fee * |
|---|
1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Apr 2012 |
14 years ago |
| Fund Benchmark |
|---|
| Jse Swix 40 Index |
|
| Aluwani Top 25 Equity Fund Unit Prices |
|---|
|
|
|
|
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Conglomate Old Mutual acquired asset manager Marriott in 2005.
In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2023 | 18.32 |
|---|
| Q2 of 2023 | 17.43 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|