|
| Foundation Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Foundation Equity Fund Fact Sheet MDD
|
|---|
|
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.
|
|
| Fund Sector |
|---|
| SA – Equity – General |
| Fund Maximum Annual Fee * |
|---|
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Feb 2018 |
8 years ago |
| Fund Benchmark |
|---|
| Jse Capped Swix Alsi |
|
| Foundation Equity Fund Unit Prices |
|---|
|
|
|
|
DYN
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 2.16 |
|---|
| Q4 of 2022 | 2.82 |
|---|
| Q2 of 2022 | 2.80 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|