Aluwani Top 25 Equity Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Dec 24
R 14.90    R -.27
   -1.78%
High Avg. Low
R 15.49 R 14.38 R 12.98
Fund Information
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
Fund Information
Launch Date
Apr 2012 13 years ago
Fund Benchmark
Jse Swix 40 Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 340 Mil.


Aluwani Top 25 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 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.

Distributions Info (in cents)
Q4 of 2023 18.32
Q2 of 2023 17.43
See Also
Ninety One Equity Fund
Element Earth Equity Fund
36One Equity Fund
IFM Technical Fund
Optimum 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.