Old Mutual Equity Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 2.68    R 0.-4
   -1.47%
High Avg. Low
R 2.72 R 2.56 R 2.38
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.55%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Feb 2018 7 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 4.6 Bil.


Old Mutual 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 ?

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

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

In 22003, asset manager Coronation listed on the JSE stock exchange.

Distributions Info (in cents)
Q2 of 2023 1.47
Q4 of 2022 2.53
Q2 of 2022 1.18
See Also
Clucasgray Equilibrium Fund
36One SA Equity Fund
Allan Gray Equity Fund
Sygnia Equity Fund
Nedgroup Investments Entrepreneur Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.