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| Methodical Equity Fund Fact Sheet MDD |
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Methodical Equity Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.78 | R 0.89 | |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.92%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jun 2016 |
9 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Methodical Equity Fund Unit Prices |
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Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.09 |
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| Q4 of 2022 | 2.42 |
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| Q2 of 2022 | 2.19 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Methodical |
| Investment Management |
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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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