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
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 20 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 ?

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).

DYN

Olympiad Investment Managers was founded by Anton van Niekerk .

Distributions Info (in cents)
Q4 of 2022 5.95
Q2 of 2022 5.40
See Also
Hollard Equity Fund
Nedgroup Investments Entrepreneur Fund
Tresor Equity Fund
Momentum Equity Fund
Old Mutual Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Asset Manager
Harvard House
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.