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| Bateleur SA Equity Fund Fact Sheet MDD |
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Bateleur SA Equity Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.45 | R 1.32 | R 1.21 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.57%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Annually |
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| Launch Date |
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| Apr 2015 |
10 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Bateleur SA Equity Fund Unit Prices |
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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.
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| Distributions Info (in cents) |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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