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Harvard House Property Fund Fact Sheet MDD |
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Harvard House Property Fund Fact Sheet MDD
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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.
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High | Avg. | Low |
R 0.90 | R 0.81 | R 0.75 |
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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 |
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Launch Date |
Sept 2015 |
1824 years ago |
Fund Benchmark |
Jse Sapy Index |
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Harvard House Property Fund Unit Prices |
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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.
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Distributions Info (in cents) |
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Q3 of 2023 | 0.85 |
Q2 of 2023 | 2.00 |
Q1 of 2023 | 0.14 |
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Asset Allocation Analysis |
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Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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