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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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High | Avg. | Low |
R 1.51 | R 1.39 | R 1.24 |
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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 |
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Launch Date |
Feb 2018 |
7 years ago |
Fund Benchmark |
Jse Capped Swix Alsi |
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Foundation Equity Fund Unit Prices |
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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.
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Distributions Info (in cents) |
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Q2 of 2023 | 2.16 |
Q4 of 2022 | 2.82 |
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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