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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 |
SA – Equity – General |
Fund Maximum Annual Fee * |
1.04%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
Distribution Periods |
Bi-Annually |
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Launch Date |
Jan 2014 |
11 years ago |
Fund Benchmark |
Sector Avg |
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Hollard Equity Fund Unit Prices |
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Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
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Distributions Info (in cents) |
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Q3 of 2022 | 3.99 |
Q1 of 2022 | 2.15 |
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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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