Foundation Equity Fund Fact Sheet MDD
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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 ?

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

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Distributions Info (in cents)
Q2 of 2023 2.16
Q4 of 2022 2.82
Q2 of 2022 2.80
See Also
Harvard House Equity Fund
Satrix Mid Cap Index Fund
Denker Equity Fund
Personal Trust Equity Fund
10x Top 50 Etf
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.