Methodical Equity Fund Fact Sheet MDD
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Fund Objectives
The investment aim of this general equity unit trust is to provide investors with long-term capital growth at an average volatility through seeking to capture , by focusing, on equity selection opportunities.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.92%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jun 2016 9 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 349 Mil.


Methodical 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 ?

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Distributions Info (in cents)
Q2 of 2023 1.09
Q4 of 2022 2.42
Q2 of 2022 2.19
See Also
Mazi Equity Fund
Tresor Equity Fund
Ninety One Equity Fund
10x S&P Global Dividend Aristocrats Etf
Oasis Crescent Equity Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.