M&G Equity Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Dec 24
R 1.98    R 0.-3
   -1.49%
High Avg. Low
R 2.01 R 1.93 R 1.87
Fund Information
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
Fund Information
Launch Date
Aug 1999 26 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 High
Fund Size


M&G Equity 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 Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Distributions Info (in cents)
See Also
Hollard Equity Fund
10x Top 60 Equity Index Fund
Portfoliometrix SA Equity Fund
Satrix Equally Weighted Top 40 Index Fund
Prescient Equity Fund
Asset Allocation Analysis
Fund Management
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.