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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 |
SA – Equity – General |
Fund Maximum Annual Fee * |
1.15%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
Distribution Periods |
Bi-Annually |
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Launch Date |
Aug 2015 |
10 years ago |
Fund Benchmark |
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 |
Q4 of 2022 | 1.94 |
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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