H4 Growth Fund Fact Sheet MDD
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Fund Objectives
This moderate to high risk rated unit trust fund aims to capital capital appreciation over the medium to long term.
The fund primary invest in listed equities securities , interest bearing securities , listed real estate shares and assets in liquid forms.
Monthly Prices
Dec 24
R 21.62    R 0.09
   0.42%
High Avg. Low
R 21.62 R 20.53 R 19.43
Fund Information
Fund Sector
Worldwide – Multi Asset – Flexible
Fund Maximum Annual Fee *
0.74%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
May 2013 12 years ago
Fund Benchmark
Cpi + 6%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 3.9 Bil.


H4 Growth 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 ?

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Distributions Info (in cents)
Q3 of 2022 1.47
Q1 of 2022 0.65
See Also
Ninety One Worldwide Flexible Fund
Celtis Flexible FOF
RCI Worldwide Flexible Fund
Rebalance Worldwide Flexible FOF
Novare Worldwide Flexible Fund
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.