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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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| R 14.90 | ⇓ | R -.27 |
| ⇓ | -1.78% |
| High | Avg. | Low |
| R 15.49 | R 14.38 | R 12.98 |
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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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Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
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.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
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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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| 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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