Personal Trust Equity Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 2.32    R 2.32
   0%
High Avg. Low
R 2.33 R 1.58
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
2025 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 ?

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

10X Investments acquired CoreShares in 2022.

Distributions Info (in cents)
See Also
Ninety One Equity Fund
Methodical Equity Fund
Momentum High Growth Fund
Clucasgray Equilibrium Fund
Sasfin Equity Fund
Asset Allocation Analysis
Fund Management
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.