|
| M&G Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
M&G Equity Fund Fact Sheet MDD
|
|---|
|
The investment objective of this 1999 general equity unit trust fund is to provide broad-based exposure to shares that offer value and medium to long term growth.
The fund will invest in companies that meet the manager's value criteria that includes high dividend yields, earning growth and possible market re-rating.
|
|
| Fund Sector |
|---|
| SA – Equity – General |
| Fund Maximum Annual Fee * |
|---|
1.15%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Aug 1999 |
27 years ago |
| Fund Benchmark |
|---|
| Sector Avg |
|
| M&G Equity Fund Unit Prices |
|---|
|
|
|
|
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
DYN
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|