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| Hollard Equity Fund Fact Sheet MDD |
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Hollard Equity Fund Fact Sheet MDD
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the investment objective of this unit trust fund is to provide medium to long term capital growth through investments in selected shares across all industry groups as well as across the range of large , mid and smaller cap shares, with risk/return profile comparable to that of overall Jse equity market.
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| High | Avg. | Low |
| R 1.74 | R 1.61 | R 1.50 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.04%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2014 |
11 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Hollard Equity Fund Unit Prices |
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SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
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| Distributions Info (in cents) |
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| Q3 of 2022 | 3.99 |
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| Q1 of 2022 | 2.15 |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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