Personal Trust Equity Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 771 Mil.


Personal Trust 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 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.

Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

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

Distributions Info (in cents)
See Also
Hollard Equity Fund
Community Growth Fund
IFM Technical Fund
Nedgroup Investments Entrepreneur Fund
36One SA Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Personal Trusts
International
Asset Manager
Personal Trusts
International
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.