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| Fairtree Equity Fund Fact Sheet MDD |
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Fairtree Equity Fund Fact Sheet MDD
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The investment objective of this Jse Capped Alsi Index benchmarked fund is to maximise total returns in the medium to long term for the investors.
The fund will invest across all Jse sectors in securities that trades below thier intrinsic value and those shares that have capital appreciation potential.
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| High | Avg. | Low |
| R 4.97 | R 4.52 | R 3.98 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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2.16%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2011 |
14 years ago |
| Fund Benchmark |
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| Jse Capped Alsi Tr I |
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| Fairtree Equity Fund Unit Prices |
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Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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