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 ?

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Distributions Info (in cents)
Q4 of 2022 5.95
Q2 of 2022 5.40
See Also
Old Mutual Albaraka Equity Fund
Element Earth Equity Fund
Citadel Sa Core Equity Fund
Satrix Divi Plus ETF
Satrix Quality Index 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.