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| Foundation Equity Fund Fact Sheet MDD |
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Foundation Equity Fund Fact Sheet MDD
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Delivering high long term total returns is the main objective of this fund.
In order to meet that goal , the fund will invest in combination of equity, real estate, interest bearing securities and money market instruments.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15%-N
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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| Feb 2018 |
7 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Foundation Equity Fund Unit Prices |
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Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.16 |
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| Q4 of 2022 | 2.82 |
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| Q2 of 2022 | 2.80 |
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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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