Old Mutual Mid & Small-Cap Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Equity – Mid And Small Cap
Fund Maximum Annual Fee *
1.72%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1997 29 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 575 Mil.


Old Mutual Mid & Small-Cap 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 ?

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

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).

Piet Viljoen's RE:CM merged into Counterpoint in 2020.

Distributions Info (in cents)
Q2 of 2023 25.86
Q4 of 2022 26.48
Q2 of 2022 17.10
See Also
Fnb Midcap Etf
Sim Small Cap Fund
Old Mutual Mid & Small-Cap Fund
Ninety One Emerging Companies Fund
Coronation Smaller Companies Fund
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
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.