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 ?

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

Asset manager Marriott Unit Trusts Manco was founded in 1987.

Distributions Info (in cents)
Q2 of 2023 1.09
Q4 of 2022 2.42
Q2 of 2022 2.19
See Also
Bateleur SA Equity Fund
Nedgroup Investments Rainmaker Fund
Nedgroup Investments SA Equity Fund
Allan Gray Equity Fund
Old Mutual Investors 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.