|
| 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 |
|---|
|
|
|
|
In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands
A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 2.16 |
|---|
| Q4 of 2022 | 2.82 |
|---|
| Q2 of 2022 | 2.80 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|