Harvard House Property Fund Fact Sheet MDD
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Fund Objectives
this real estate unit trust fund main investment is to provide the investors with a high income and long term capital appreciation through investment in the listed property shares.
Monthly Prices
Dec 24
R 0.87 ⇓    R 0.-3
⇓    -3.33%
High Avg. Low
R 0.90 R 0.81 R 0.75
Fund Information
Fund Sector
SA – Real Estate – General
Fund Maximum Annual Fee *
1.09%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Sept 2015 1824 years ago
Fund Benchmark
Jse Sapy Index
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 123 Mil.


Harvard House Property 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 ?

Conglomate Old Mutual acquired asset manager Marriott in 2005.

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

Distributions Info (in cents)
Q3 of 2023 0.85
Q2 of 2023 2.00
Q1 of 2023 0.14
See Also
Old Mutual SA Quoted Property Fund
Harvard House Property Fund
Satrix Property ETF
Nedgroup Investments Property Fund
SIM Property Equity Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.