Optimum Equity Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 1.66    R 0.-3
   -1.78%
High Avg. Low
R 1.69 R 1.58 R 1.46
Fund Information
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
Fund Information
Launch Date
Aug 2015 10 years ago
Fund Benchmark
Jse Alsi Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 432 Mil.


Optimum 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 ?

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

Distributions Info (in cents)
Q2 of 2023 1.36
Q4 of 2022 1.94
Q2 of 2022 1.79
See Also
10x Top 50 Etf
10x S&P Global Dividend Aristocrats Etf
Coronation Equity Fund
36One SA Equity Fund
Sasfin Equity 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.