Ashburton Equity Fund Fact Sheet MDD
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Fund Objectives
The main aim of this unit trust is to generate long-term capital growth for the investors who can tolerate short-term to medium-term volatility of the equity markets.
The fund will all the time be investd in the local equity securities, but will also use fixed income and offshore investment as permitted by its mandate.
Monthly Prices
Dec 24
R 9.68    R -.11
   -1.12%
High Avg. Low
R 9.79 R 8.93 R 7.96
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Dec 2011 14 years ago
Fund Benchmark
Jse Alsi Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 565 Mil.


Ashburton 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 ?

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

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

Distributions Info (in cents)
Q2 of 2023 14.30
Q4 of 2022 16.68
Q2 of 2022 13.73
See Also
Hollard Equity Fund
10x Sa Dividend Aristocrats Etf
Old Mutual Equity Fund
Satrix Quality Index Fund
10x Top 60 Equity Index 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.