Harvard House Equity Fund Fact Sheet MDD
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Fund Objectives
the investment objective of this 2006 equity fund is to seek to provide sustainable high long term capital growth.
The fund will invest in financially sound equity securities , property shares and assets in liquid forms.
Monthly Prices
Dec 24
R 2.75    R -.25
   -8.33%
High Avg. Low
R 3.00 R 2.76 R 2.55
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.09%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Oct 2006 19 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 201 Mil.


Harvard House 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 ?

In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

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

Conglomate Old Mutual acquired asset manager Marriott in 2005.

Distributions Info (in cents)
Q4 of 2022 5.95
Q2 of 2022 5.40
See Also
Denker Equity Fund
Aeon Active Equity Fund
M&G Equity Fund
Satrix Mid Cap Index Fund
Aluwani Top 25 Equity 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.