Bateleur SA Equity Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Bateleur SA Equity Fund Fact Sheet MDD
Fund Objectives
The investment objectve of this equity fund unit trust fund is to generate returns that aims to achieve caapital growth in real terms.
The fund will invest in all sectors of the JSE and in large and small cap companies.
Monthly Prices
Dec 24
R 1.36    R 0.-4
   -2.86%
High Avg. Low
R 1.45 R 1.32 R 1.21
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.57%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Annually
Fund Information
Launch Date
Apr 2015 10 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 1.0 Bil.


Bateleur SA 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 saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

Distributions Info (in cents)
See Also
Momentum High Growth Fund
Sygnia Equity Fund
Momentum Equity Fund
Oasis Crescent Equity Fund
10x S&P Global Dividend Aristocrats Etf
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.