Bateleur SA Equity Fund Fact Sheet MDD
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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 ?

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Distributions Info (in cents)
See Also
Old Mutual Albaraka Equity Fund
Sygnia Equity Fund
Portfoliometrix SA 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
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.