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| Aluwani Top 25 Equity Fund Fact Sheet MDD |
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Aluwani Top 25 Equity Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 15.98 | R 14.98 | R 13.96 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Apr 2012 |
13 years ago |
| Fund Benchmark |
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| Jse Swix 40 Index |
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| Aluwani Top 25 Equity Fund Unit Prices |
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In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
Conglomate Old Mutual acquired asset manager Marriott in 2005.
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 18.32 |
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| Q2 of 2023 | 17.43 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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