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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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| 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 |
15 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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In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Fairtree |
| Asset Management |
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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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