Foundation Equity Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Foundation Equity Fund Fact Sheet MDD
Fund Objectives
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.
Monthly Prices
Dec 24
R 1.45    R 0.-3
   -2.03%
High Avg. Low
R 1.51 R 1.39 R 1.24
Fund Information
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
Fund Information
Launch Date
Feb 2018 7 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 217 Mil.


Foundation Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

Distributions Info (in cents)
Q2 of 2023 2.16
Q4 of 2022 2.82
Q2 of 2022 2.80
See Also
Clucasgray Equilibrium Fund
Coronation Equity Fund
Portfoliometrix SA Equity Fund
Ashburton Equity Fund
IFM Technical Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.