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
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 1825 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 ?

Asset manager Marriott Unit Trusts Manco was founded in 1987.

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).

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

Distributions Info (in cents)
Q3 of 2023 0.85
Q2 of 2023 2.00
Q1 of 2023 0.14
See Also
SIM Property Equity Fund
Old Mutual SA Quoted Property Fund
Anchor Property Fund
Marriott Property Income Fund
Nedgroup Investments Property 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.