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| Optimum Equity Fund Fact Sheet MDD |
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Optimum Equity Fund Fact Sheet MDD
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| High | Avg. | Low |
| R 1.69 | R 1.58 | R 1.46 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15%-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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| Aug 2015 |
10 years ago |
| Fund Benchmark |
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| Jse Alsi Index |
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| Optimum Equity Fund Unit Prices |
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JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.36 |
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| Q4 of 2022 | 1.94 |
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| Q2 of 2022 | 1.79 |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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